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
476
$27.4K 0.02%
1,397
477
$27.4K 0.02%
359
478
$27.2K 0.02%
927
-218
479
$27.1K 0.02%
1,880
480
$27.1K 0.02%
727
-324
481
$26.9K 0.02%
+1,118
482
$26.9K 0.02%
321
+36
483
$26.9K 0.02%
670
484
$26.8K 0.02%
386
485
$26.7K 0.02%
305
486
$26.5K 0.02%
328
487
$26.4K 0.02%
150
-1,277
488
$26.4K 0.02%
692
489
$26.4K 0.02%
948
490
$26.3K 0.02%
747
491
$26.3K 0.02%
582
-26
492
$26.2K 0.02%
720
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493
$25.9K 0.02%
746
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$25.9K 0.02%
472
495
$25.8K 0.02%
436
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$25.7K 0.02%
514
497
$25.7K 0.02%
206
498
$25.6K 0.01%
514
-65
499
$25.5K 0.01%
1,045
-166
500
$25.5K 0.01%
+4,783