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
501
$24K 0.02%
1,312
502
$23.9K 0.02%
328
503
$23.8K 0.02%
549
504
$23.7K 0.02%
287
505
$23.7K 0.02%
198
-77
506
$23.6K 0.02%
720
507
$23.6K 0.02%
572
508
$23.5K 0.02%
+2,460
509
$23.5K 0.02%
93
-112
510
$23.4K 0.02%
+450
511
$23.4K 0.02%
929
512
$23.3K 0.02%
625
513
$23.1K 0.02%
409
514
$23.1K 0.02%
372
515
$23.1K 0.02%
553
516
$23.1K 0.02%
+720
517
$23K 0.02%
381
+187
518
$22.9K 0.02%
470
519
$22.9K 0.02%
+812
520
$22.8K 0.02%
173
521
$22.8K 0.02%
+1,383
522
$22.7K 0.02%
714
-124
523
$22.7K 0.02%
557
524
$22.7K 0.02%
922
525
$22.6K 0.02%
601