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
626
$13.8K 0.01%
280
627
$13.8K 0.01%
912
628
$13.6K 0.01%
445
629
$13.5K 0.01%
79
630
$13.4K 0.01%
395
631
$13.4K 0.01%
1,298
632
$13.4K 0.01%
172
633
$13.3K 0.01%
415
634
$13.2K 0.01%
475
635
$13K 0.01%
448
+174
636
$13K 0.01%
5
637
$13K 0.01%
+630
638
$12.9K 0.01%
303
639
$12.8K 0.01%
206
640
$12.7K 0.01%
5,020
641
$12.7K 0.01%
1,420
642
$12.7K 0.01%
476
643
$12.7K 0.01%
451
644
$12.6K 0.01%
1,015
+712
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$12.6K 0.01%
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646
$12.5K 0.01%
715
647
$12.4K 0.01%
149
648
$12.3K 0.01%
237
649
$12.3K 0.01%
225
650
$12.3K 0.01%
269