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
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$3.44M
3 +$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$9.71K 0.01%
488
752
$9.71K 0.01%
26
+3
753
$9.7K 0.01%
843
+64
754
$9.68K 0.01%
+252
755
$9.63K 0.01%
230
756
$9.63K 0.01%
+1,299
757
$9.63K 0.01%
500
758
$9.61K 0.01%
349
759
$9.52K 0.01%
190
760
$9.5K 0.01%
+1,296
761
$9.45K 0.01%
186
762
$9.35K 0.01%
384
763
$9.34K 0.01%
+162
764
$9.29K 0.01%
+889
765
$9.27K 0.01%
658
-554
766
$9.2K 0.01%
137
767
$9.16K 0.01%
89
+11
768
$9.1K 0.01%
387
769
$9.08K 0.01%
173
770
$9.02K 0.01%
88
771
$8.97K 0.01%
179
772
$8.9K 0.01%
574
773
$8.89K 0.01%
+285
774
$8.87K 0.01%
103
775
$8.75K 0.01%
493