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
$207M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,266
New
Increased
Reduced
Closed

Top Buys

1 +$634K
2 +$326K
3 +$240K
4
AMZN icon
Amazon
AMZN
+$180K
5
AAPL icon
Apple
AAPL
+$174K

Top Sells

1 +$221K
2 +$219K
3 +$198K
4
ABBV icon
AbbVie
ABBV
+$107K
5
WING icon
Wingstop
WING
+$73.4K

Sector Composition

1 Technology 16.13%
2 Healthcare 11.54%
3 Financials 10.36%
4 Consumer Discretionary 7.37%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$5.49K ﹤0.01%
455
902
$5.48K ﹤0.01%
417
903
$5.46K ﹤0.01%
+1,133
904
$5.45K ﹤0.01%
428
905
$5.41K ﹤0.01%
197
906
$5.39K ﹤0.01%
398
907
$5.37K ﹤0.01%
287
908
$5.32K ﹤0.01%
+127
909
$5.32K ﹤0.01%
+189
910
$5.31K ﹤0.01%
52
911
$5.3K ﹤0.01%
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912
$5.3K ﹤0.01%
560
913
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914
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69
915
$5.28K ﹤0.01%
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916
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+425
917
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918
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111
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127
920
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452
921
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300
922
$5.1K ﹤0.01%
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923
$5.05K ﹤0.01%
78
+32
924
$4.99K ﹤0.01%
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925
$4.94K ﹤0.01%
73
+6