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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$10.4K 0.01%
55
727
$10.4K 0.01%
687
-1,022
728
$10.4K 0.01%
96
729
$10.4K 0.01%
380
730
$10.4K 0.01%
141
731
$10.3K 0.01%
103
732
$10.3K 0.01%
222
733
$10.3K 0.01%
350
734
$10.2K ﹤0.01%
1,931
735
$10.1K ﹤0.01%
178
736
$10.1K ﹤0.01%
184
+29
737
$10.1K ﹤0.01%
340
+142
738
$10.1K ﹤0.01%
275
739
$10K ﹤0.01%
86
+4
740
$10K ﹤0.01%
588
741
$9.97K ﹤0.01%
912
742
$9.84K ﹤0.01%
+120
743
$9.82K ﹤0.01%
647
-47
744
$9.81K ﹤0.01%
343
745
$9.79K ﹤0.01%
629
+197
746
$9.77K ﹤0.01%
101
747
$9.75K ﹤0.01%
242
748
$9.67K ﹤0.01%
208
749
$9.59K ﹤0.01%
2,805
750
$9.58K ﹤0.01%
207