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
1751
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1752
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1753
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1754
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1755
-3,553
1756
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1757
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1758
$0 ﹤0.01%
371
1759
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1761
-3,546
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1765
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0
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1769
-3,417
1770
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1771
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1775
-67