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
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$12.7K 0.01%
476
652
$12.7K 0.01%
451
653
$12.6K 0.01%
1,015
+712
654
$12.6K 0.01%
986
655
$12.5K 0.01%
715
656
$12.4K 0.01%
149
657
$12.3K 0.01%
237
658
$12.3K 0.01%
225
659
$12.3K 0.01%
269
660
$12.3K 0.01%
208
661
$12.3K 0.01%
474
662
$12.2K 0.01%
722
663
$12.2K 0.01%
496
664
$12.1K 0.01%
177
665
$12.1K 0.01%
140
666
$12K 0.01%
255
667
$11.9K 0.01%
387
668
$11.9K 0.01%
378
669
$11.9K 0.01%
50
670
$11.9K 0.01%
253
671
$11.8K 0.01%
256
672
$11.8K 0.01%
275
673
$11.7K 0.01%
237
674
$11.7K 0.01%
1,436
675
$11.6K 0.01%
687