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
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$110K
3 +$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$20.4K 0.01%
281
-15
577
$20.4K 0.01%
2,944
+885
578
$20.3K 0.01%
172
579
$20.3K 0.01%
442
580
$20.2K 0.01%
870
581
$20.1K 0.01%
149
+5
582
$20K 0.01%
658
583
$20K 0.01%
710
584
$19.8K 0.01%
651
585
$19.7K 0.01%
825
586
$19.6K 0.01%
180
587
$19.6K 0.01%
1,071
+663
588
$19.5K 0.01%
237
589
$19.4K 0.01%
272
590
$19.3K 0.01%
94
+14
591
$19.2K 0.01%
2,601
592
$19.1K 0.01%
557
593
$19K 0.01%
767
594
$19K 0.01%
1,654
595
$18.9K 0.01%
675
+51
596
$18.9K 0.01%
208
+47
597
$18.7K 0.01%
522
598
$18.7K 0.01%
685
599
$18.7K 0.01%
735
-839
600
$18.6K 0.01%
440