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
$144M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Sells

1 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$17.1K 0.01%
1,101
-1,066
652
$17K 0.01%
454
653
$17K 0.01%
415
654
$17K 0.01%
371
655
$17K 0.01%
136
656
$17K 0.01%
266
657
$16.8K 0.01%
1,345
658
$16.7K 0.01%
309
659
$16.7K 0.01%
320
660
$16.7K 0.01%
452
661
$16.6K 0.01%
722
662
$16.6K 0.01%
140
663
$16.6K 0.01%
685
664
$16.6K 0.01%
412
665
$16.6K 0.01%
224
+28
666
$16.5K 0.01%
574
667
$16.5K 0.01%
+194
668
$16.5K 0.01%
743
669
$16.3K 0.01%
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$16.1K 0.01%
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$16.1K 0.01%
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672
$16.1K 0.01%
253
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$16.1K 0.01%
1,464
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$16K 0.01%
707
675
$16K 0.01%
167
+52