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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.7K 0.01%
877
577
$17.6K 0.01%
5,510
578
$17.6K 0.01%
3,179
579
$17.6K 0.01%
342
580
$17.5K 0.01%
1,512
581
$17.5K 0.01%
442
582
$17.5K 0.01%
185
583
$17.5K 0.01%
2,325
584
$17.4K 0.01%
75
585
$17.4K 0.01%
521
586
$17.3K 0.01%
1,657
587
$17.1K 0.01%
684
588
$17K 0.01%
+5,980
589
$17K 0.01%
748
-181
590
$17K 0.01%
456
591
$17K 0.01%
637
592
$16.9K 0.01%
2,189
+1,725
593
$16.8K 0.01%
+2,105
594
$16.7K 0.01%
425
595
$16.6K 0.01%
61
596
$16.6K 0.01%
1,846
+494
597
$16.4K 0.01%
722
598
$16.4K 0.01%
448
599
$16.4K 0.01%
432
600
$16.4K 0.01%
813