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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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.61%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-260
1127
-415
1128
-440
1129
-949
1130
-1,661
1131
-888
1132
-3,440
1133
-147
1134
-740
1135
-91
1136
-387
1137
-63
1138
-479
1139
-2,221
1140
-444
1141
-699
1142
-179
1143
-465
1144
-508
1145
-8,270
1146
-697
1147
-29
1148
-583
1149
-264
1150
-956