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
676
$14.2K 0.01%
554
677
$14.2K 0.01%
328
+54
678
$14.2K 0.01%
325
679
$13.9K 0.01%
905
680
$13.9K 0.01%
159
+14
681
$13.9K 0.01%
92
+29
682
$13.8K 0.01%
+112
683
$13.8K 0.01%
496
684
$13.7K 0.01%
+489
685
$13.7K 0.01%
896
686
$13.7K 0.01%
415
687
$13.6K 0.01%
1,436
688
$13.6K 0.01%
+84
689
$13.5K 0.01%
1,068
690
$13.5K 0.01%
564
691
$13.5K 0.01%
126
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692
$13.5K 0.01%
368
693
$13.5K 0.01%
197
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$13.4K 0.01%
342
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$13.4K 0.01%
476
696
$13.4K 0.01%
287
697
$13.4K 0.01%
226
698
$13.4K 0.01%
288
699
$13.4K 0.01%
504
700
$13.3K 0.01%
445