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
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$3.44M
3 +$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$13.9K 0.01%
224
652
$13.9K 0.01%
678
653
$13.9K 0.01%
1,512
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$13.8K 0.01%
106
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$13.8K 0.01%
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$13.8K 0.01%
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658
$13.6K 0.01%
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$13.6K 0.01%
280
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$13.5K 0.01%
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$13.5K 0.01%
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$13.4K 0.01%
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$13.2K 0.01%
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$13K 0.01%
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$12.9K 0.01%
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$12.8K 0.01%
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$12.7K 0.01%
502
-16