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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.6%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16K 0.01%
320
+296
652
$16K 0.01%
457
653
$16K 0.01%
395
654
$15.9K 0.01%
418
655
$15.8K 0.01%
978
656
$15.8K 0.01%
496
657
$15.8K 0.01%
+167
658
$15.8K 0.01%
309
659
$15.7K 0.01%
+1,435
660
$15.6K 0.01%
59
661
$15.6K 0.01%
1,157
662
$15.5K 0.01%
707
+400
663
$15.4K 0.01%
161
664
$15.4K 0.01%
1,554
-129
665
$15.4K 0.01%
454
666
$15.3K 0.01%
+685
667
$15.3K 0.01%
1,420
668
$15.2K 0.01%
237
669
$15.1K 0.01%
+684
670
$15.1K 0.01%
475
671
$14.9K 0.01%
+59
672
$14.9K 0.01%
380
673
$14.8K 0.01%
852
674
$14.8K 0.01%
242
675
$14.8K 0.01%
173