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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Sells

1 +$486K
2 +$267K
3 +$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$20.4K 0.01%
256
577
$20.3K 0.01%
320
578
$20.2K 0.01%
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579
$20.2K 0.01%
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582
$20K 0.01%
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583
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584
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585
$19.9K 0.01%
1,234
586
$19.9K 0.01%
307
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$19.8K 0.01%
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88
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$19.8K 0.01%
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590
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$19.8K 0.01%
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$19.6K 0.01%
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$19.5K 0.01%
202