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
$171M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$352K
2 +$225K
3 +$213K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$172K
5
LEN icon
Lennar Class A
LEN
+$139K

Sector Composition

1 Financials 15.02%
2 Healthcare 11.97%
3 Technology 11.58%
4 Industrials 7.73%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$31.5K 0.02%
+1,994
427
$31.5K 0.02%
198
-90
428
$31.4K 0.02%
1,166
429
$31.3K 0.02%
568
430
$31.3K 0.02%
656
431
$31.1K 0.02%
158
+10
432
$31K 0.02%
628
+384
433
$30.8K 0.02%
409
434
$30.7K 0.02%
834
435
$30.5K 0.02%
465
436
$30.4K 0.02%
+219
437
$30.4K 0.02%
417
438
$30.3K 0.02%
1,502
439
$30.3K 0.02%
157
+4
440
$30.1K 0.02%
1,100
441
$30K 0.02%
328
442
$29.9K 0.02%
+15
443
$29.8K 0.02%
707
444
$29.8K 0.02%
+1,573
445
$29.8K 0.02%
1,760
446
$29.6K 0.02%
340
447
$29.6K 0.02%
590
448
$29.5K 0.02%
967
+562
449
$29.5K 0.02%
231
450
$29.4K 0.02%
+2,811