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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$16.4K 0.01%
514
602
$16.3K 0.01%
570
+64
603
$16.3K 0.01%
492
604
$16.3K 0.01%
559
605
$16.3K 0.01%
1,679
606
$16.2K 0.01%
283
607
$16.1K 0.01%
+1,061
608
$16.1K 0.01%
792
609
$16.1K 0.01%
1,140
610
$16.1K 0.01%
137
611
$16K 0.01%
427
612
$15.9K 0.01%
244
613
$15.8K 0.01%
+702
614
$15.8K 0.01%
350
615
$15.7K 0.01%
133
616
$15.7K 0.01%
149
617
$15.7K 0.01%
136
618
$15.7K 0.01%
394
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$15.6K 0.01%
106
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$15.5K 0.01%
1,102
621
$15.4K 0.01%
173
622
$15.4K 0.01%
395
623
$15.4K 0.01%
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624
$15.4K 0.01%
+293
625
$15.4K 0.01%
394