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
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$15.1K 0.01%
448
602
$15.1K 0.01%
233
603
$15.1K 0.01%
187
604
$15.1K 0.01%
452
605
$15K 0.01%
905
606
$14.9K 0.01%
244
607
$14.9K 0.01%
55
608
$14.9K 0.01%
+2,102
609
$14.8K 0.01%
288
610
$14.8K 0.01%
2,053
611
$14.7K 0.01%
1,372
+796
612
$14.7K 0.01%
232
613
$14.7K 0.01%
136
614
$14.7K 0.01%
437
615
$14.7K 0.01%
+356
616
$14.6K 0.01%
+707
617
$14.6K 0.01%
350
618
$14.6K 0.01%
149
619
$14.6K 0.01%
273
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620
$14.6K 0.01%
1,540
621
$14.5K 0.01%
992
622
$14.4K 0.01%
497
623
$14.4K 0.01%
605
624
$14.4K 0.01%
+467
625
$14.3K 0.01%
178