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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25.5K 0.02%
328
477
$25.4K 0.02%
305
+160
478
$25.3K 0.02%
155
479
$25.2K 0.02%
1,123
480
$25.2K 0.02%
1,100
481
$25.1K 0.02%
927
482
$25K 0.02%
992
483
$24.9K 0.02%
473
484
$24.8K 0.02%
1,894
485
$24.8K 0.02%
615
486
$24.6K 0.02%
4,404
487
$24.6K 0.02%
359
+266
488
$24.6K 0.02%
619
+487
489
$24.6K 0.02%
340
-596
490
$24.5K 0.02%
120
+10
491
$24.5K 0.02%
342
492
$24.4K 0.02%
506
493
$24.4K 0.02%
564
494
$24.3K 0.02%
2,619
495
$24.3K 0.02%
713
496
$24.3K 0.02%
1,880
497
$24.2K 0.02%
670
498
$24.2K 0.02%
572
499
$24.1K 0.02%
744
500
$24.1K 0.02%
1,453