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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$660K
2 +$390K
3 +$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$35.1K 0.02%
1,270
402
$34.7K 0.02%
1,434
403
$34.7K 0.02%
2,148
404
$34.5K 0.02%
340
405
$34.3K 0.02%
446
406
$34.3K 0.02%
670
407
$34.3K 0.02%
927
408
$34.3K 0.02%
834
409
$34.2K 0.02%
899
410
$34.2K 0.02%
877
411
$34K 0.02%
3,318
412
$33.9K 0.02%
720
413
$33.7K 0.02%
590
414
$33.5K 0.02%
656
415
$33.4K 0.02%
994
416
$33.3K 0.02%
270
417
$33.2K 0.02%
465
418
$33.1K 0.02%
967
419
$33.1K 0.02%
625
420
$33K 0.02%
1,326
421
$32.9K 0.02%
+655
422
$32.9K 0.02%
405
423
$32.7K 0.02%
+762
424
$32.6K 0.02%
809
425
$32.5K 0.02%
882
+719