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
151
$235K 0.1%
2,133
-213
152
$230K 0.09%
2,523
-540
153
$230K 0.09%
860
-13
154
$229K 0.09%
10,983
155
$227K 0.09%
5,214
+79
156
$227K 0.09%
3,173
-51
157
$225K 0.09%
11,224
-51
158
$223K 0.09%
4,735
159
$223K 0.09%
1,493
+42
160
$219K 0.09%
7,455
-25
161
$219K 0.09%
2,639
+114
162
$219K 0.09%
8,130
163
$219K 0.09%
16,589
-105
164
$217K 0.09%
2,875
-120
165
$211K 0.09%
1,017
-6
166
$209K 0.09%
1,126
+11
167
$204K 0.08%
1,150
+15
168
$202K 0.08%
1,440
-21
169
$200K 0.08%
2,318
+57
170
$198K 0.08%
9,686
171
$189K 0.08%
616
+541
172
$189K 0.08%
6,518
-49
173
$189K 0.08%
2,353
-87
174
$189K 0.08%
6,604
+517
175
$187K 0.08%
1,358