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
$171M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$352K
2 +$225K
3 +$213K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$172K
5
LEN icon
Lennar Class A
LEN
+$139K

Sector Composition

1 Financials 15.02%
2 Healthcare 11.97%
3 Technology 11.58%
4 Industrials 7.73%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$54.9K 0.03%
1,322
277
$54.1K 0.03%
1,658
-10
278
$54K 0.03%
+353
279
$53.9K 0.03%
1,325
+1,118
280
$53.7K 0.03%
801
281
$53.7K 0.03%
3,273
282
$53.1K 0.03%
153
+5
283
$53K 0.03%
4,284
284
$52.5K 0.03%
510
285
$52.1K 0.03%
470
286
$51.9K 0.03%
4,529
287
$51.9K 0.03%
2,397
288
$51.5K 0.03%
+300
289
$51.1K 0.03%
1,470
290
$51K 0.03%
273
-16
291
$51K 0.03%
806
292
$50.7K 0.03%
278
+4
293
$50.5K 0.03%
4,235
294
$50.3K 0.03%
+3,408
295
$50.2K 0.03%
987
296
$50.1K 0.03%
786
+9
297
$50K 0.03%
1,247
298
$49.9K 0.03%
1,207
+20
299
$49.2K 0.03%
966
300
$49.1K 0.03%
+2,922