SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$20.8K 0.01%
451
577
$20.7K 0.01%
546
578
$20.7K 0.01%
475
579
$20.6K 0.01%
397
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$20.5K 0.01%
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581
$20.5K 0.01%
1,538
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582
$20.4K 0.01%
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583
$20.4K 0.01%
88
584
$20.3K 0.01%
437
585
$20.3K 0.01%
616
586
$20.2K 0.01%
1,210
587
$20.2K 0.01%
28
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$20K 0.01%
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600
$19.4K 0.01%
63
+13