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
776
$9.55K 0.01%
1,144
777
$9.52K 0.01%
142
778
$9.52K 0.01%
41
779
$9.49K 0.01%
160
780
$9.43K 0.01%
719
781
$9.4K 0.01%
336
782
$9.36K 0.01%
+2,881
783
$9.34K 0.01%
68
+4
784
$9.34K 0.01%
436
785
$9.29K 0.01%
+124
786
$9.25K 0.01%
+146
787
$9.24K 0.01%
132
788
$9.23K 0.01%
+169
789
$9.18K 0.01%
123
-10
790
$9.18K 0.01%
+979
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$9.18K 0.01%
105
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$9.15K 0.01%
173
793
$9.14K 0.01%
79
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$9.11K 0.01%
288
795
$9.1K 0.01%
10
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796
$9.1K 0.01%
486
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$9.07K 0.01%
138
798
$9.06K 0.01%
748
799
$9.03K 0.01%
202
-126
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$8.99K 0.01%
49
+2