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
476
$24.4K 0.02%
380
+218
477
$24.3K 0.02%
744
478
$24.3K 0.02%
1,381
479
$24.2K 0.02%
522
480
$24.1K 0.02%
+1,123
481
$24K 0.02%
448
482
$24K 0.02%
1,880
+280
483
$23.9K 0.02%
257
484
$23.8K 0.02%
501
485
$23.8K 0.02%
+625
486
$23.8K 0.02%
1,397
487
$23.7K 0.02%
167
488
$23.7K 0.02%
713
489
$23.6K 0.02%
386
490
$23.6K 0.02%
1,039
491
$23.5K 0.02%
626
+177
492
$23.5K 0.02%
424
493
$23.3K 0.02%
329
494
$23.2K 0.02%
4,529
495
$23.2K 0.02%
721
+94
496
$23.2K 0.02%
378
497
$23.1K 0.02%
1,066
498
$23K 0.02%
492
499
$23K 0.02%
349
+155
500
$22.9K 0.02%
3,425
+1,248