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
1,219
New
Increased
Reduced
Closed

Top Buys

1 +$4.78M
2 +$3.16M
3 +$2.8M
4
ABT icon
Abbott
ABT
+$2.48M
5
MCD icon
McDonald's
MCD
+$2.32M

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%
309
652
$13.9K 0.01%
586
-861
653
$13.9K 0.01%
224
654
$13.9K 0.01%
678
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$13.9K 0.01%
1,512
656
$13.8K 0.01%
106
657
$13.8K 0.01%
135
658
$13.8K 0.01%
852
659
$13.7K 0.01%
905
660
$13.6K 0.01%
684
661
$13.6K 0.01%
+479
662
$13.6K 0.01%
280
663
$13.5K 0.01%
445
664
$13.5K 0.01%
978
665
$13.4K 0.01%
+1,024
666
$13.4K 0.01%
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667
$13.2K 0.01%
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668
$13.2K 0.01%
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$13K 0.01%
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$12.9K 0.01%
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$12.9K 0.01%
88
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$12.8K 0.01%
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$12.8K 0.01%
216
674
$12.7K 0.01%
832
675
$12.7K 0.01%
425