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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$14.9K 0.01%
55
602
$14.9K 0.01%
+2,102
603
$14.8K 0.01%
288
604
$14.8K 0.01%
2,053
605
$14.7K 0.01%
1,372
+796
606
$14.7K 0.01%
232
607
$14.7K 0.01%
136
608
$14.7K 0.01%
437
609
$14.7K 0.01%
+356
610
$14.6K 0.01%
+707
611
$14.6K 0.01%
350
612
$14.6K 0.01%
149
613
$14.6K 0.01%
273
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614
$14.6K 0.01%
1,540
615
$14.4K 0.01%
497
616
$14.4K 0.01%
605
617
$14.4K 0.01%
+467
618
$14.3K 0.01%
178
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$14.3K 0.01%
1,845
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620
$14.3K 0.01%
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621
$14.2K 0.01%
113
622
$14.2K 0.01%
133
623
$14K 0.01%
330
624
$14K 0.01%
61
625
$14K 0.01%
161