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
426
$27.9K 0.02%
481
427
$27.8K 0.02%
813
428
$27.7K 0.02%
395
429
$27.6K 0.02%
929
430
$27.6K 0.02%
113
431
$27.6K 0.02%
652
432
$27.6K 0.02%
827
433
$27.6K 0.02%
1,058
-13
434
$27.5K 0.02%
2,311
435
$27.4K 0.02%
235
+12
436
$27.4K 0.02%
597
+113
437
$27.3K 0.02%
567
438
$27.3K 0.02%
61
+2
439
$27.3K 0.02%
1,393
-20
440
$27.2K 0.02%
564
441
$27.1K 0.02%
2,619
+468
442
$27.1K 0.02%
1,128
443
$26.8K 0.02%
549
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$26.8K 0.02%
479
445
$26.8K 0.02%
381
446
$26.8K 0.02%
82
447
$26.7K 0.02%
994
448
$26.7K 0.02%
955
-265
449
$26.4K 0.02%
1,654
450
$26.4K 0.02%
198