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
376
$37.2K 0.02%
548
377
$37.1K 0.02%
488
378
$37K 0.02%
1,250
379
$37K 0.02%
181
380
$36.8K 0.02%
1,270
+360
381
$36.6K 0.02%
2,013
382
$36.5K 0.02%
590
383
$36.3K 0.02%
713
+368
384
$35.9K 0.02%
3,318
385
$35.8K 0.02%
552
386
$35.4K 0.02%
1,871
387
$35.2K 0.02%
405
388
$35.1K 0.02%
1,408
389
$35K 0.02%
539
390
$34.7K 0.02%
685
+7
391
$34.7K 0.02%
855
+56
392
$34.6K 0.02%
456
393
$34.5K 0.02%
914
394
$34.4K 0.02%
852
395
$34.3K 0.02%
2,148
396
$34.2K 0.02%
1,674
397
$34.1K 0.02%
712
398
$34K 0.02%
557
399
$34K 0.02%
672
+478
400
$33.9K 0.02%
625