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
676
$15.8K 0.01%
237
677
$15.8K 0.01%
157
-73
678
$15.8K 0.01%
832
679
$15.7K 0.01%
1,140
680
$15.7K 0.01%
272
681
$15.7K 0.01%
494
682
$15.7K 0.01%
171
683
$15.6K 0.01%
+176
684
$15.6K 0.01%
1,512
685
$15.6K 0.01%
161
686
$15.6K 0.01%
5
687
$15.5K 0.01%
1,157
688
$15.5K 0.01%
173
689
$15.5K 0.01%
381
690
$15.5K 0.01%
234
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$15.5K 0.01%
383
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$15.4K 0.01%
256
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$15.4K 0.01%
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$15.3K 0.01%
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695
$15.3K 0.01%
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$15.3K 0.01%
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697
$15.2K 0.01%
678
698
$15.2K 0.01%
596
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699
$15.2K 0.01%
188
-29
700
$15.1K 0.01%
493