SWA
Sutton Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
20.54%
This Quarter Return
+3.52%
1 Year Return
+20.54%
3 Year Return
+40.87%
5 Year Return
+61.67%
10 Year Return
–
AUM
$110M
AUM Growth
+$3.66M
(+3.5%)
Cap. Flow
+$589K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
37.56%
Holding
1,074
New
50
Increased
129
Reduced
81
Closed
28
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 18.74% |
| 2 | Technology | 7.9% |
| 3 | Healthcare | 7.52% |
| 4 | Consumer Staples | 5.51% |
| 5 | Industrials | 5.41% |
