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
$174M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,251
New
Increased
Reduced
Closed

Top Sells

1 +$112K
2 +$110K
3 +$96.7K
4
DD icon
DuPont de Nemours
DD
+$95.6K
5
CL icon
Colgate-Palmolive
CL
+$74.3K

Sector Composition

1 Financials 14.82%
2 Technology 11.95%
3 Healthcare 11.75%
4 Industrials 7.7%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$12.5K 0.01%
696
-43
727
$12.5K 0.01%
561
728
$12.4K 0.01%
623
-192
729
$12.4K 0.01%
290
730
$12.4K 0.01%
100
731
$12.3K 0.01%
227
732
$12.1K 0.01%
2,325
733
$11.9K 0.01%
308
734
$11.9K 0.01%
381
735
$11.9K 0.01%
179
736
$11.9K 0.01%
+396
737
$11.8K 0.01%
177
738
$11.7K 0.01%
550
739
$11.6K 0.01%
59
+10
740
$11.5K 0.01%
220
+58
741
$11.5K 0.01%
230
742
$11.4K 0.01%
990
743
$11.3K 0.01%
500
744
$11.2K 0.01%
61
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745
$11.2K 0.01%
+3,310
746
$11.1K 0.01%
211
747
$11.1K 0.01%
912
748
$10.9K 0.01%
353
749
$10.8K 0.01%
384
750
$10.8K 0.01%
416