SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Sells

1 +$162K
2 +$132K
3 +$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$8.45K 0.01%
127
752
$8.41K 0.01%
228
753
$8.4K 0.01%
870
754
$8.39K 0.01%
231
755
$8.38K 0.01%
72
756
$8.33K 0.01%
140
757
$8.31K 0.01%
390
758
$8.28K 0.01%
80
759
$8.27K 0.01%
394
760
$8.26K 0.01%
108
761
$8.18K 0.01%
346
762
$8.18K 0.01%
374
763
$8.17K 0.01%
98
764
$8.14K 0.01%
539
765
$8.12K 0.01%
190
766
$8.1K 0.01%
37
767
$8.09K 0.01%
179
768
$8.05K 0.01%
486
769
$8.05K 0.01%
76
770
$7.99K 0.01%
1,069
771
$7.92K 0.01%
366
772
$7.92K 0.01%
190
773
$7.86K 0.01%
218
774
$7.82K 0.01%
234
775
$7.76K 0.01%
196