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
601
$18.5K 0.01%
789
602
$18.5K 0.01%
320
603
$18.4K 0.01%
84
604
$18.4K 0.01%
242
605
$18.4K 0.01%
669
+269
606
$18.3K 0.01%
454
607
$18.3K 0.01%
136
608
$18.3K 0.01%
684
609
$18.2K 0.01%
1,063
610
$18.1K 0.01%
+822
611
$18K 0.01%
418
612
$18K 0.01%
309
613
$18K 0.01%
400
614
$18K 0.01%
2,190
615
$18K 0.01%
1,740
616
$17.9K 0.01%
563
617
$17.9K 0.01%
415
618
$17.8K 0.01%
774
619
$17.8K 0.01%
308
620
$17.7K 0.01%
601
621
$17.6K 0.01%
1,264
622
$17.5K 0.01%
843
+96
623
$17.5K 0.01%
1,512
624
$17.4K 0.01%
412
625
$17.3K 0.01%
+204