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
826
$5.76K ﹤0.01%
261
827
$5.7K ﹤0.01%
66
828
$5.55K ﹤0.01%
219
829
$5.55K ﹤0.01%
50
830
$5.52K ﹤0.01%
241
831
$5.5K ﹤0.01%
124
832
$5.46K ﹤0.01%
144
-180
833
$5.45K ﹤0.01%
344
834
$5.37K ﹤0.01%
573
835
$5.34K ﹤0.01%
174
836
$5.29K ﹤0.01%
133
837
$5.26K ﹤0.01%
152
838
$5.26K ﹤0.01%
336
839
$5.25K ﹤0.01%
63
-16
840
$5.18K ﹤0.01%
120
841
$5.17K ﹤0.01%
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842
$5.14K ﹤0.01%
210
843
$5.14K ﹤0.01%
183
844
$5.14K ﹤0.01%
124
845
$5.13K ﹤0.01%
149
846
$5.12K ﹤0.01%
73
847
$5.03K ﹤0.01%
108
848
$4.91K ﹤0.01%
48
849
$4.9K ﹤0.01%
132
850
$4.9K ﹤0.01%
146