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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Sells

1 +$932K
2 +$61.3K
3 +$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$11.4K 0.01%
496
727
$11.4K 0.01%
+264
728
$11.3K 0.01%
1,068
+516
729
$11.3K 0.01%
197
730
$11.3K 0.01%
525
731
$11.3K 0.01%
377
732
$11.3K 0.01%
303
-255
733
$11.2K 0.01%
475
734
$11.2K 0.01%
135
735
$11.1K 0.01%
278
736
$11.1K 0.01%
76
737
$11.1K 0.01%
75
738
$11.1K 0.01%
5,020
739
$11.1K 0.01%
78
-3
740
$11K 0.01%
45
741
$10.9K 0.01%
179
742
$10.8K 0.01%
1,085
743
$10.8K 0.01%
349
744
$10.8K 0.01%
79
+3
745
$10.6K 0.01%
369
746
$10.6K 0.01%
111
747
$10.5K 0.01%
413
748
$10.5K 0.01%
513
749
$10.5K 0.01%
833
750
$10.4K 0.01%
774