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
726
$9.44K 0.01%
249
727
$9.4K 0.01%
222
728
$9.36K 0.01%
418
729
$9.29K 0.01%
45
730
$9.28K 0.01%
195
731
$9.13K 0.01%
476
-290
732
$9.07K 0.01%
377
733
$9.03K 0.01%
423
734
$9.03K 0.01%
174
735
$9.02K 0.01%
76
736
$9.01K 0.01%
308
737
$9K 0.01%
305
738
$8.97K 0.01%
120
739
$8.92K 0.01%
9
740
$8.9K 0.01%
101
741
$8.87K 0.01%
230
742
$8.84K 0.01%
111
743
$8.8K 0.01%
519
744
$8.79K 0.01%
1,085
745
$8.78K 0.01%
+120
746
$8.71K 0.01%
105
747
$8.7K 0.01%
378
748
$8.56K 0.01%
900
+60
749
$8.54K 0.01%
771
750
$8.49K 0.01%
287