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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$18.2K 0.01%
978
627
$18.2K 0.01%
445
628
$18.2K 0.01%
219
629
$18K 0.01%
149
630
$18K 0.01%
572
631
$18K 0.01%
586
632
$17.9K 0.01%
790
+115
633
$17.9K 0.01%
2,199
634
$17.9K 0.01%
59
635
$17.8K 0.01%
400
636
$17.7K 0.01%
242
637
$17.6K 0.01%
158
638
$17.6K 0.01%
843
639
$17.6K 0.01%
457
640
$17.5K 0.01%
476
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$17.5K 0.01%
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642
$17.5K 0.01%
+2,190
643
$17.4K 0.01%
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$17.3K 0.01%
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$17.3K 0.01%
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$17.3K 0.01%
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$17.3K 0.01%
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$17.3K 0.01%
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$17.3K 0.01%
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650
$17.2K 0.01%
103