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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Sells

1 +$160K
2 +$62.4K
3 +$61.3K
4
KR icon
Kroger
KR
+$55.2K
5
GEO icon
The GEO Group
GEO
+$51.3K

Sector Composition

1 Financials 18.76%
2 Technology 8.03%
3 Healthcare 7.04%
4 Industrials 5.72%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$12.3K 0.01%
208
652
$12.3K 0.01%
474
653
$12.2K 0.01%
722
654
$12.2K 0.01%
496
655
$12.1K 0.01%
177
656
$12.1K 0.01%
140
657
$12K 0.01%
255
658
$11.9K 0.01%
387
659
$11.9K 0.01%
378
660
$11.9K 0.01%
50
661
$11.9K 0.01%
253
662
$11.8K 0.01%
256
663
$11.8K 0.01%
275
664
$11.7K 0.01%
237
665
$11.7K 0.01%
1,436
666
$11.6K 0.01%
687
667
$11.5K 0.01%
190
668
$11.5K 0.01%
774
669
$11.4K 0.01%
484
670
$11.4K 0.01%
145
671
$11.4K 0.01%
658
672
$11.4K 0.01%
262
673
$11.3K 0.01%
263
674
$11.2K 0.01%
369
675
$11.2K 0.01%
251