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
401
$30.4K 0.02%
617
402
$30.3K 0.02%
377
403
$30.2K 0.02%
266
-7
404
$30.2K 0.02%
353
405
$30.2K 0.02%
226
406
$30K 0.02%
617
407
$30K 0.02%
540
408
$29.9K 0.02%
465
409
$29.9K 0.02%
727
+260
410
$29.6K 0.02%
1,364
411
$29.5K 0.02%
873
+13
412
$29K 0.02%
553
413
$28.9K 0.02%
852
414
$28.8K 0.02%
481
415
$28.8K 0.02%
334
416
$28.6K 0.02%
154
417
$28.5K 0.02%
509
+143
418
$28.4K 0.02%
714
+612
419
$28.3K 0.02%
578
420
$28.2K 0.02%
704
421
$28.2K 0.02%
1,165
+871
422
$28.1K 0.02%
927
+509
423
$28K 0.02%
371
424
$28K 0.02%
768
+39
425
$27.9K 0.02%
654
+43