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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$14.9K 0.01%
2,163
+1,528
627
$14.9K 0.01%
810
+268
628
$14.8K 0.01%
54
629
$14.8K 0.01%
505
+7
630
$14.7K 0.01%
704
631
$14.6K 0.01%
454
+330
632
$14.6K 0.01%
67
633
$14.6K 0.01%
+1,119
634
$14.5K 0.01%
+2,494
635
$14.4K 0.01%
1,464
636
$14.4K 0.01%
191
637
$14.4K 0.01%
667
638
$14.4K 0.01%
1,503
639
$14.3K 0.01%
+1,331
640
$14.3K 0.01%
165
+50
641
$14.3K 0.01%
149
642
$14.3K 0.01%
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643
$14.1K 0.01%
732
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644
$14.1K 0.01%
5,150
645
$14K 0.01%
117
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646
$14K 0.01%
+1,607
647
$13.9K 0.01%
361
648
$13.8K 0.01%
476
649
$13.7K 0.01%
475
650
$13.7K 0.01%
1,197