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
501
$22.7K 0.02%
328
502
$22.7K 0.02%
462
-253
503
$22.6K 0.02%
572
504
$22.6K 0.02%
403
505
$22.6K 0.02%
459
506
$22.6K 0.02%
348
507
$22.5K 0.02%
720
508
$22.5K 0.02%
+1,243
509
$22.4K 0.02%
353
510
$22.4K 0.02%
170
511
$22.4K 0.02%
553
512
$22.3K 0.02%
396
513
$22.2K 0.02%
307
+19
514
$22.2K 0.02%
1,096
-273
515
$21.8K 0.02%
838
516
$21.7K 0.02%
+613
517
$21.7K 0.02%
388
518
$21.7K 0.02%
992
519
$21.7K 0.02%
289
520
$21.6K 0.02%
+557
521
$21.6K 0.02%
1,100
522
$21.6K 0.02%
922
523
$21.5K 0.02%
+2,646
524
$21.4K 0.02%
572
525
$21.2K 0.02%
992