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
751
$10.8K 0.01%
390
752
$10.7K 0.01%
515
753
$10.7K 0.01%
+684
754
$10.6K 0.01%
439
755
$10.6K 0.01%
99
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756
$10.6K 0.01%
366
757
$10.6K 0.01%
146
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758
$10.6K 0.01%
180
+24
759
$10.5K 0.01%
69
+15
760
$10.5K 0.01%
367
761
$10.3K 0.01%
503
762
$10.3K 0.01%
488
763
$10.2K 0.01%
100
764
$10.2K 0.01%
389
765
$10.2K 0.01%
87
766
$10K 0.01%
182
-21
767
$10K 0.01%
347
768
$10K 0.01%
124
769
$9.98K 0.01%
166
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770
$9.8K 0.01%
231
771
$9.73K 0.01%
494
772
$9.72K 0.01%
398
773
$9.7K 0.01%
+298
774
$9.66K 0.01%
378
775
$9.64K 0.01%
+194