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
301
$48.8K 0.03%
669
302
$48.2K 0.03%
582
+254
303
$47.7K 0.03%
552
304
$47.5K 0.03%
454
305
$47.5K 0.03%
1,596
306
$47.4K 0.03%
280
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307
$47.2K 0.03%
681
308
$47.2K 0.03%
1,320
309
$47.2K 0.03%
365
+3
310
$47.1K 0.03%
613
311
$47K 0.03%
1,324
312
$47K 0.03%
1,390
313
$47K 0.03%
492
314
$47K 0.03%
760
315
$46.4K 0.03%
1,609
316
$45.7K 0.03%
1,697
317
$45.5K 0.03%
3,102
318
$45.3K 0.03%
405
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319
$45.3K 0.03%
1,247
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$45.2K 0.03%
1,264
321
$45.1K 0.03%
4,982
+1,924
322
$45K 0.03%
3,460
323
$44.9K 0.03%
757
+228
324
$44.6K 0.03%
997
325
$44.4K 0.03%
894