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
701
$15.1K 0.01%
515
702
$15.1K 0.01%
839
703
$15K 0.01%
424
704
$15K 0.01%
135
705
$14.9K 0.01%
59
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$14.9K 0.01%
28
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$14.9K 0.01%
266
708
$14.8K 0.01%
251
709
$14.8K 0.01%
161
710
$14.8K 0.01%
395
711
$14.7K 0.01%
902
712
$14.7K 0.01%
411
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$14.7K 0.01%
172
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$14.6K 0.01%
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$14.6K 0.01%
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$14.5K 0.01%
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$14.5K 0.01%
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$14.3K 0.01%
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$14.3K 0.01%
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$14.3K 0.01%
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$14.2K 0.01%
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725
$14.2K 0.01%
387