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 +$468K
2 +$217K
3 +$73.4K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$67.4K
5
HAE icon
Haemonetics
HAE
+$61.1K

Sector Composition

1 Financials 18.71%
2 Technology 9.5%
3 Healthcare 6.97%
4 Consumer Discretionary 5.69%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$14.3K 0.01%
275
727
$14.3K 0.01%
+75
728
$14.2K 0.01%
+264
729
$14.2K 0.01%
191
730
$14.2K 0.01%
387
731
$14.1K 0.01%
3,172
-1
732
$14.1K 0.01%
1,068
733
$14.1K 0.01%
216
734
$14.1K 0.01%
848
+402
735
$14.1K 0.01%
769
736
$14K 0.01%
390
737
$14K 0.01%
870
738
$14K 0.01%
311
739
$13.9K 0.01%
1,298
740
$13.7K 0.01%
208
741
$13.7K 0.01%
293
742
$13.6K 0.01%
848
743
$13.6K 0.01%
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$13.6K 0.01%
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$13.6K 0.01%
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$13.5K 0.01%
280
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$13.5K 0.01%
237
748
$13.5K 0.01%
137
749
$13.5K 0.01%
415
750
$13.4K 0.01%
303