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
701
$14.4K 0.01%
378
702
$14.4K 0.01%
256
703
$14.3K 0.01%
689
704
$14.3K 0.01%
+1,365
705
$14.3K 0.01%
149
706
$14.2K 0.01%
608
707
$14.1K 0.01%
292
708
$14.1K 0.01%
1,044
709
$14.1K 0.01%
122
+19
710
$14K 0.01%
345
711
$14K 0.01%
564
712
$13.9K 0.01%
340
713
$13.8K 0.01%
815
714
$13.8K 0.01%
515
715
$13.8K 0.01%
89
+6
716
$13.8K 0.01%
475
717
$13.7K 0.01%
325
718
$13.7K 0.01%
+1,023
719
$13.6K 0.01%
336
720
$13.6K 0.01%
1,127
+73
721
$13.6K 0.01%
1,719
-700
722
$13.5K 0.01%
675
723
$13.5K 0.01%
1,024
724
$13.5K 0.01%
350
725
$13.4K 0.01%
222