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
376
$33K 0.03%
652
377
$32.9K 0.03%
163
378
$32.8K 0.03%
3,472
379
$32.7K 0.02%
1,768
380
$32.6K 0.02%
1,448
381
$32.5K 0.02%
163
382
$32.4K 0.02%
517
383
$32.3K 0.02%
840
384
$32.2K 0.02%
760
385
$32.1K 0.02%
855
+182
386
$31.8K 0.02%
1,657
+74
387
$31.7K 0.02%
1,426
388
$31.6K 0.02%
181
389
$31.3K 0.02%
651
390
$31.3K 0.02%
3,058
391
$31.2K 0.02%
828
392
$31.1K 0.02%
671
393
$31K 0.02%
548
394
$31K 0.02%
834
395
$31K 0.02%
835
396
$30.9K 0.02%
368
397
$30.8K 0.02%
523
398
$30.7K 0.02%
5,262
399
$30.5K 0.02%
207
-10
400
$30.4K 0.02%
486