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
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$110K
3 +$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$15.7K 0.01%
275
652
$15.5K 0.01%
371
653
$15.4K 0.01%
448
654
$15.4K 0.01%
1,042
-952
655
$15.4K 0.01%
14
656
$15.2K 0.01%
191
657
$15.2K 0.01%
95
658
$15.2K 0.01%
992
659
$15.2K 0.01%
156
660
$15.1K 0.01%
230
661
$15.1K 0.01%
253
662
$15K 0.01%
265
663
$15K 0.01%
462
664
$15K 0.01%
978
665
$14.9K 0.01%
251
666
$14.8K 0.01%
402
667
$14.7K 0.01%
475
668
$14.7K 0.01%
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669
$14.6K 0.01%
293
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670
$14.6K 0.01%
476
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$14.5K 0.01%
414
672
$14.5K 0.01%
266
673
$14.4K 0.01%
755
674
$14.3K 0.01%
451
675
$14.3K 0.01%
832