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
$236M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$174K
2 +$166K
3 +$96.9K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$85.4K
5
SSD icon
Simpson Manufacturing
SSD
+$73.5K

Sector Composition

1 Technology 16.18%
2 Healthcare 11.08%
3 Financials 10.75%
4 Consumer Discretionary 7.31%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$12.6K 0.01%
362
752
$12.5K 0.01%
450
753
$12.4K 0.01%
207
754
$12.4K 0.01%
145
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755
$12.4K 0.01%
275
756
$12.2K 0.01%
369
757
$12.2K 0.01%
2,805
758
$12.2K 0.01%
301
759
$12.2K 0.01%
+272
760
$12.1K 0.01%
588
761
$12.1K 0.01%
231
762
$12K 0.01%
+128
763
$11.9K 0.01%
754
-22
764
$11.9K 0.01%
+401
765
$11.8K 0.01%
198
-226
766
$11.8K 0.01%
387
+96
767
$11.7K 0.01%
2,786
768
$11.6K ﹤0.01%
612
769
$11.6K ﹤0.01%
231
770
$11.5K ﹤0.01%
1,088
771
$11.5K ﹤0.01%
343
772
$11.5K ﹤0.01%
341
773
$11.5K ﹤0.01%
80
+5
774
$11.4K ﹤0.01%
439
775
$11.4K ﹤0.01%
327