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
726
$14.1K 0.01%
3,172
-1
727
$14.1K 0.01%
1,068
728
$14.1K 0.01%
216
729
$14.1K 0.01%
848
+402
730
$14.1K 0.01%
769
731
$14K 0.01%
390
732
$14K 0.01%
870
733
$14K 0.01%
311
734
$13.9K 0.01%
1,298
735
$13.7K 0.01%
208
736
$13.7K 0.01%
293
737
$13.6K 0.01%
848
738
$13.6K 0.01%
+381
739
$13.6K 0.01%
297
740
$13.6K 0.01%
310
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741
$13.5K 0.01%
280
742
$13.5K 0.01%
237
743
$13.5K 0.01%
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$13.5K 0.01%
415
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$13.4K 0.01%
303
746
$13.4K 0.01%
226
747
$13.1K 0.01%
246
748
$13.1K 0.01%
61
749
$13.1K 0.01%
369
750
$13K 0.01%
264