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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$10.5K 0.01%
223
702
$10.5K 0.01%
413
703
$10.3K 0.01%
349
704
$10.3K 0.01%
833
705
$10.3K 0.01%
513
706
$10.2K 0.01%
347
707
$10.1K 0.01%
852
+433
708
$10.1K 0.01%
416
709
$10.1K 0.01%
182
710
$10.1K 0.01%
418
+171
711
$10.1K 0.01%
325
712
$10K 0.01%
1,154
713
$10K 0.01%
790
714
$9.99K 0.01%
544
715
$9.98K 0.01%
180
716
$9.91K 0.01%
492
717
$9.87K 0.01%
589
718
$9.83K 0.01%
397
719
$9.72K 0.01%
392
720
$9.71K 0.01%
+163
721
$9.66K 0.01%
141
722
$9.61K 0.01%
+3
723
$9.54K 0.01%
+284
724
$9.54K 0.01%
225
+18
725
$9.46K 0.01%
262