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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$13.7K 0.01%
+1,083
652
$13.7K 0.01%
719
653
$13.6K 0.01%
+2,419
654
$13.6K 0.01%
414
655
$13.5K 0.01%
719
656
$13.4K 0.01%
301
+21
657
$13.3K 0.01%
608
658
$13.3K 0.01%
515
659
$13.2K 0.01%
1,088
660
$13.2K 0.01%
1,044
+271
661
$13.2K 0.01%
2,608
+1,760
662
$13.2K 0.01%
288
663
$13.1K 0.01%
+761
664
$13K 0.01%
1,952
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665
$12.9K 0.01%
1,701
+1,202
666
$12.9K 0.01%
211
667
$12.8K 0.01%
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$12.8K 0.01%
317
-2
669
$12.8K 0.01%
292
670
$12.8K 0.01%
+3,623
671
$12.7K 0.01%
89
672
$12.7K 0.01%
+700
673
$12.7K 0.01%
325
674
$12.7K 0.01%
774
675
$12.7K 0.01%
256