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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Sells

1 +$956K
2 +$138K
3 +$64.2K
4
LEN icon
Lennar Class A
LEN
+$58.7K
5
BLKB icon
Blackbaud
BLKB
+$43.4K

Sector Composition

1 Financials 18%
2 Technology 8.32%
3 Healthcare 7.34%
4 Industrials 6%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$39.8K 0.03%
263
327
$39.8K 0.03%
1,508
+59
328
$39.6K 0.03%
3,042
-50
329
$39.5K 0.03%
1,832
330
$39.4K 0.03%
4,235
331
$39.3K 0.03%
997
332
$39.3K 0.03%
792
333
$39.2K 0.03%
2,064
+1,001
334
$38.8K 0.03%
335
+98
335
$38.7K 0.03%
3,440
336
$38.7K 0.03%
549
337
$38.4K 0.03%
1,326
338
$38.3K 0.03%
1,141
339
$38K 0.03%
468
340
$38K 0.03%
590
341
$37.7K 0.03%
285
342
$37.6K 0.03%
1,258
+55
343
$37.5K 0.03%
836
344
$37.4K 0.03%
736
345
$37.3K 0.03%
1,199
346
$36.8K 0.03%
821
347
$36.6K 0.03%
779
348
$36.5K 0.03%
1,277
349
$36.5K 0.03%
903
350
$36.5K 0.03%
1,264