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
451
$29.3K 0.02%
790
452
$29.3K 0.02%
173
453
$29.2K 0.02%
183
454
$29.1K 0.02%
555
455
$29.1K 0.02%
903
456
$29K 0.02%
+305
457
$28.9K 0.02%
1,054
+252
458
$28.8K 0.02%
641
+11
459
$28.8K 0.02%
657
+22
460
$28.7K 0.02%
933
+190
461
$28.7K 0.02%
2,683
462
$28.6K 0.02%
+1,006
463
$28.5K 0.02%
1,818
-76
464
$28.3K 0.02%
+360
465
$28.2K 0.02%
549
466
$28.2K 0.02%
471
+12
467
$28.2K 0.02%
261
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468
$28.1K 0.02%
371
469
$28K 0.02%
809
470
$27.9K 0.02%
553
-90
471
$27.8K 0.02%
481
472
$27.8K 0.02%
1,018
473
$27.7K 0.02%
342
474
$27.6K 0.02%
553
475
$27.4K 0.02%
+546