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
$153M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,175
New
Increased
Reduced
Closed

Top Sells

1 +$486K
2 +$267K
3 +$107K
4
SLB icon
SLB Ltd
SLB
+$87.6K
5
IDXX icon
Idexx Laboratories
IDXX
+$83.6K

Sector Composition

1 Financials 19.6%
2 Technology 9.72%
3 Healthcare 7.28%
4 Consumer Discretionary 5.6%
5 Industrials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$15.7K 0.01%
695
677
$15.5K 0.01%
722
678
$15.4K 0.01%
135
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$15.4K 0.01%
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$15.4K 0.01%
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$15.3K 0.01%
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$15.3K 0.01%
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$15.2K 0.01%
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685
$15K 0.01%
216
686
$14.8K 0.01%
841
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687
$14.8K 0.01%
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688
$14.7K 0.01%
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$14.7K 0.01%
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$14.7K 0.01%
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$14.4K 0.01%
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$14.4K 0.01%
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$14.1K 0.01%
308
+60