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
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,219
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$3.16M
3 +$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$14.8K 0.01%
137
+125
627
$14.7K 0.01%
202
628
$14.7K 0.01%
104
629
$14.6K 0.01%
1,464
630
$14.6K 0.01%
400
631
$14.5K 0.01%
451
632
$14.5K 0.01%
707
633
$14.5K 0.01%
630
+405
634
$14.4K 0.01%
1,414
+215
635
$14.4K 0.01%
415
636
$14.4K 0.01%
+810
637
$14.4K 0.01%
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638
$14.3K 0.01%
131
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$14.3K 0.01%
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640
$14.2K 0.01%
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641
$14.2K 0.01%
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642
$14.2K 0.01%
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$14.2K 0.01%
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$14.2K 0.01%
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$14.1K 0.01%
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646
$14.1K 0.01%
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$14.1K 0.01%
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$14.1K 0.01%
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649
$14.1K 0.01%
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650
$14K 0.01%
208