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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$34.7K 0.02%
230
377
$34.6K 0.02%
3,318
378
$34.6K 0.02%
417
379
$34.5K 0.02%
760
380
$34.3K 0.02%
590
381
$34.1K 0.02%
836
382
$33.8K 0.02%
840
383
$33.7K 0.02%
548
384
$33.6K 0.02%
517
385
$33.4K 0.02%
405
386
$33.3K 0.02%
1,886
-178
387
$33K 0.02%
1,768
388
$32.9K 0.02%
549
389
$32.7K 0.02%
617
390
$32.7K 0.02%
681
391
$32.7K 0.02%
2,148
+1,052
392
$32.7K 0.02%
651
393
$32.6K 0.02%
743
394
$32.3K 0.02%
1,426
395
$32.2K 0.02%
704
396
$32.2K 0.02%
1,277
397
$31.9K 0.02%
540
398
$31.8K 0.02%
486
399
$31.8K 0.02%
259
400
$31.7K 0.02%
456