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
351
$36.3K 0.03%
3,318
352
$36.3K 0.03%
1,004
353
$36K 0.03%
2,032
+301
354
$36K 0.03%
552
355
$35.9K 0.03%
1,674
356
$35.6K 0.03%
286
357
$35.5K 0.03%
808
+242
358
$35.4K 0.03%
294
359
$35.1K 0.03%
696
360
$35.1K 0.03%
590
361
$35K 0.03%
236
362
$34.9K 0.03%
557
363
$34.9K 0.03%
748
364
$34.9K 0.03%
552
365
$34.6K 0.03%
914
366
$34.6K 0.03%
1,001
367
$33.9K 0.03%
1,065
+168
368
$33.9K 0.03%
258
369
$33.9K 0.03%
519
370
$33.8K 0.03%
405
371
$33.8K 0.03%
398
372
$33.7K 0.03%
1,160
373
$33.6K 0.03%
230
374
$33.4K 0.03%
681
375
$33.1K 0.03%
1,894