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 +$470K
2 +$216K
3 +$67K
4
FIVE icon
Five Below
FIVE
+$60.3K
5
HAE icon
Haemonetics
HAE
+$57.5K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$17K 0.01%
266
652
$16.8K 0.01%
1,345
653
$16.7K 0.01%
309
654
$16.7K 0.01%
320
655
$16.7K 0.01%
452
656
$16.6K 0.01%
722
657
$16.6K 0.01%
140
658
$16.6K 0.01%
685
659
$16.6K 0.01%
412
660
$16.6K 0.01%
224
+28
661
$16.5K 0.01%
574
662
$16.5K 0.01%
+194
663
$16.5K 0.01%
743
664
$16.3K 0.01%
308
665
$16.1K 0.01%
452
666
$16.1K 0.01%
88
667
$16.1K 0.01%
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668
$16.1K 0.01%
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669
$16K 0.01%
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$16K 0.01%
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$16K 0.01%
2,010
+1,867
672
$15.9K 0.01%
684
673
$15.9K 0.01%
50
674
$15.9K 0.01%
561
675
$15.8K 0.01%
852