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
626
$17.1K 0.01%
1,124
627
$17.1K 0.01%
616
628
$17K 0.01%
88
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629
$16.8K 0.01%
691
630
$16.8K 0.01%
761
631
$16.7K 0.01%
106
632
$16.7K 0.01%
1,024
633
$16.6K 0.01%
675
+45
634
$16.6K 0.01%
219
635
$16.6K 0.01%
1,140
636
$16.6K 0.01%
203
637
$16.5K 0.01%
+365
638
$16.4K 0.01%
457
639
$16.4K 0.01%
493
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$16.3K 0.01%
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$16.2K 0.01%
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642
$16.1K 0.01%
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$16.1K 0.01%
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$16K 0.01%
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$15.8K 0.01%
424
646
$15.8K 0.01%
392
647
$15.8K 0.01%
231
+15
648
$15.8K 0.01%
667
649
$15.7K 0.01%
+752
650
$15.7K 0.01%
208