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
426
$32.5K 0.02%
692
427
$32.4K 0.02%
109
428
$32.3K 0.02%
1,760
429
$32.2K 0.02%
349
430
$32K 0.02%
2,234
431
$31.9K 0.02%
456
432
$31.8K 0.02%
173
433
$31.7K 0.02%
+1,353
434
$31.6K 0.02%
568
435
$31.6K 0.02%
712
436
$31.5K 0.02%
417
437
$31.2K 0.02%
161
438
$31.1K 0.02%
1,502
439
$31K 0.02%
578
440
$30.9K 0.02%
409
441
$30.7K 0.02%
328
442
$30.6K 0.02%
1,768
-94
443
$30.4K 0.02%
489
444
$30.2K 0.02%
707
445
$30.1K 0.02%
120
-3
446
$29.9K 0.02%
983
+223
447
$29.9K 0.02%
545
448
$29.9K 0.02%
1,226
449
$29.7K 0.02%
914
450
$29.6K 0.02%
678