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
501
$25.2K 0.01%
+671
502
$25.2K 0.01%
2,211
503
$25.1K 0.01%
539
504
$25.1K 0.01%
67
505
$25K 0.01%
2,508
+1,675
506
$25K 0.01%
271
507
$24.8K 0.01%
1,036
508
$24.7K 0.01%
41
+15
509
$24.7K 0.01%
791
510
$24.6K 0.01%
3,058
511
$24.6K 0.01%
810
512
$24.4K 0.01%
+328
513
$24.3K 0.01%
1,165
514
$24.3K 0.01%
206
515
$24.3K 0.01%
270
-10
516
$24.1K 0.01%
521
517
$24.1K 0.01%
+1,705
518
$24K 0.01%
710
519
$23.9K 0.01%
231
520
$23.9K 0.01%
436
521
$23.8K 0.01%
572
522
$23.8K 0.01%
2,190
523
$23.8K 0.01%
1,453
524
$23.8K 0.01%
3,270
525
$23.7K 0.01%
1,600
-280