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
901
$5.85K ﹤0.01%
77
+20
902
$5.79K ﹤0.01%
+474
903
$5.78K ﹤0.01%
109
+15
904
$5.77K ﹤0.01%
147
905
$5.75K ﹤0.01%
810
906
$5.71K ﹤0.01%
378
907
$5.64K ﹤0.01%
+246
908
$5.56K ﹤0.01%
111
-96
909
$5.54K ﹤0.01%
+391
910
$5.54K ﹤0.01%
+349
911
$5.47K ﹤0.01%
201
-224
912
$5.47K ﹤0.01%
36
913
$5.46K ﹤0.01%
790
914
$5.45K ﹤0.01%
289
915
$5.4K ﹤0.01%
24
916
$5.33K ﹤0.01%
278
917
$5.29K ﹤0.01%
46
918
$5.28K ﹤0.01%
26
919
$5.28K ﹤0.01%
51
920
$5.27K ﹤0.01%
415
921
$5.26K ﹤0.01%
178
922
$5.25K ﹤0.01%
385
923
$5.25K ﹤0.01%
182
924
$5.23K ﹤0.01%
1,056
+206
925
$5.21K ﹤0.01%
+2,356