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
451
$26.3K 0.02%
1,125
452
$26.3K 0.02%
506
453
$26.2K 0.02%
686
454
$26.1K 0.02%
568
455
$25.9K 0.02%
529
456
$25.9K 0.02%
702
457
$25.9K 0.02%
546
458
$25.9K 0.02%
603
-89
459
$25.9K 0.02%
910
460
$25.9K 0.02%
467
461
$25.7K 0.02%
670
462
$25.6K 0.02%
502
463
$25.5K 0.02%
342
464
$25.5K 0.02%
328
465
$25.4K 0.02%
615
+423
466
$25.3K 0.02%
1,721
-428
467
$25.3K 0.02%
287
468
$25.2K 0.02%
630
469
$25.1K 0.02%
389
470
$25.1K 0.02%
1,018
471
$24.9K 0.02%
110
-7
472
$24.8K 0.02%
595
473
$24.7K 0.02%
417
474
$24.6K 0.02%
259
475
$24.6K 0.02%
1,069