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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$660K
2 +$390K
3 +$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$27.7K 0.02%
1,449
477
$27.5K 0.02%
1,286
478
$27.5K 0.02%
804
-11
479
$27.4K 0.02%
359
480
$27.2K 0.02%
582
481
$27.2K 0.02%
952
482
$27K 0.02%
1,234
483
$27K 0.02%
328
484
$27K 0.02%
3,537
485
$26.9K 0.02%
754
486
$26.7K 0.01%
157
-4
487
$26.6K 0.01%
672
488
$26.4K 0.01%
472
489
$26.1K 0.01%
1,818
490
$26K 0.01%
409
491
$25.9K 0.01%
1,397
492
$25.8K 0.01%
1,331
+499
493
$25.8K 0.01%
94
494
$25.5K 0.01%
342
495
$25.5K 0.01%
634
496
$25.4K 0.01%
790
497
$25.3K 0.01%
320
498
$25.3K 0.01%
1,066
499
$25.2K 0.01%
435
500
$25.2K 0.01%
131