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
401
$31.6K 0.02%
+1,871
402
$31.6K 0.02%
1,091
+21
403
$31.6K 0.02%
896
404
$31.4K 0.02%
1,103
+658
405
$31.2K 0.02%
873
406
$30.8K 0.02%
1,711
407
$30.8K 0.02%
109
+3
408
$30.6K 0.02%
1,199
409
$30.5K 0.02%
529
410
$30.4K 0.02%
275
+64
411
$30.2K 0.02%
555
+181
412
$30.2K 0.02%
901
+306
413
$30.1K 0.02%
306
+100
414
$30.1K 0.02%
461
415
$29.8K 0.02%
459
416
$29.8K 0.02%
852
417
$29.8K 0.02%
994
418
$29.8K 0.02%
147
419
$29.7K 0.02%
727
420
$29.7K 0.02%
2,063
+3
421
$29.7K 0.02%
597
+174
422
$29.7K 0.02%
613
423
$29.7K 0.02%
1,004
424
$29.6K 0.02%
481
425
$29.6K 0.02%
1,596
+776