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
$236M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$174K
2 +$166K
3 +$96.9K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$85.4K
5
SSD icon
Simpson Manufacturing
SSD
+$73.5K

Sector Composition

1 Technology 16.18%
2 Healthcare 11.08%
3 Financials 10.75%
4 Consumer Discretionary 7.31%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$15.5K 0.01%
719
677
$15.5K 0.01%
428
678
$15.3K 0.01%
644
679
$15.2K 0.01%
545
+131
680
$15.1K 0.01%
281
-15
681
$15.1K 0.01%
391
682
$15.1K 0.01%
191
683
$15K 0.01%
1,931
684
$15K 0.01%
414
685
$15K 0.01%
372
686
$15K 0.01%
536
687
$15K 0.01%
195
688
$14.9K 0.01%
288
689
$14.9K 0.01%
211
690
$14.9K 0.01%
1,464
691
$14.8K 0.01%
3,044
692
$14.8K 0.01%
394
693
$14.7K 0.01%
+387
694
$14.6K 0.01%
380
695
$14.6K 0.01%
832
696
$14.6K 0.01%
402
697
$14.6K 0.01%
+433
698
$14.5K 0.01%
156
+7
699
$14.5K 0.01%
71
700
$14.5K 0.01%
1,173