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
501
$25.4K 0.01%
250
+15
502
$25.3K 0.01%
+2,059
503
$25.1K 0.01%
436
504
$25.1K 0.01%
572
505
$25K 0.01%
563
506
$25K 0.01%
1,123
507
$24.9K 0.01%
1,433
+19
508
$24.7K 0.01%
704
-82
509
$24.7K 0.01%
1,453
510
$24.5K 0.01%
1,165
511
$24.5K 0.01%
860
512
$24.5K 0.01%
3,270
513
$24.4K 0.01%
1,234
514
$24.4K 0.01%
+200
515
$24.4K 0.01%
293
516
$24.4K 0.01%
685
517
$24.3K 0.01%
185
518
$24.2K 0.01%
642
519
$24.2K 0.01%
3,058
+791
520
$24.1K 0.01%
1,286
521
$24K 0.01%
601
522
$23.8K 0.01%
3,844
523
$23.8K 0.01%
454
524
$23.7K 0.01%
1,608
+1,478
525
$23.5K 0.01%
+619