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
$246M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1 +$989K
2 +$357K
3 +$285K
4
CVX icon
Chevron
CVX
+$246K
5
K icon
Kellanova
K
+$242K

Sector Composition

1 Technology 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$303K 0.12%
4,214
+6
127
$303K 0.12%
4,549
128
$303K 0.12%
1,976
-6
129
$293K 0.12%
1,440
130
$291K 0.12%
3,151
+981
131
$290K 0.12%
3,546
132
$288K 0.12%
6,548
+2,445
133
$283K 0.12%
834
134
$277K 0.11%
1,243
-3
135
$274K 0.11%
2,773
+3
136
$272K 0.11%
2,011
137
$272K 0.11%
494
-8
138
$271K 0.11%
3,025
139
$270K 0.11%
3,748
140
$269K 0.11%
2,164
+32
141
$259K 0.11%
3,808
+10
142
$259K 0.11%
1,550
+321
143
$256K 0.1%
5,276
144
$254K 0.1%
5,801
+2,706
145
$250K 0.1%
1,063
+130
146
$249K 0.1%
1,722
-19
147
$245K 0.1%
3,196
-14
148
$242K 0.1%
5,460
+870
149
$241K 0.1%
459
+2
150
$237K 0.1%
8,063
+5,757