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
626
$15.3K 0.01%
178
627
$15.3K 0.01%
586
628
$15.3K 0.01%
191
629
$15.3K 0.01%
405
-32
630
$15.2K 0.01%
371
631
$15.2K 0.01%
262
632
$15.2K 0.01%
978
+642
633
$15.1K 0.01%
61
634
$15K 0.01%
+712
635
$14.9K 0.01%
902
636
$14.8K 0.01%
59
637
$14.8K 0.01%
721
638
$14.8K 0.01%
194
639
$14.8K 0.01%
202
640
$14.7K 0.01%
256
641
$14.7K 0.01%
642
642
$14.6K 0.01%
191
643
$14.6K 0.01%
79
644
$14.5K 0.01%
270
645
$14.5K 0.01%
434
646
$14.4K 0.01%
522
647
$14.4K 0.01%
50
648
$14.3K 0.01%
265
649
$14.3K 0.01%
445
650
$14.3K 0.01%
1,482