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
526
$21.2K 0.02%
578
527
$21.2K 0.02%
1,222
528
$20.9K 0.02%
709
-4
529
$20.9K 0.02%
409
530
$20.9K 0.02%
+344
531
$20.8K 0.02%
1,004
532
$20.8K 0.02%
372
533
$20.7K 0.02%
905
534
$20.7K 0.02%
448
535
$20.6K 0.02%
986
536
$20.6K 0.02%
1,540
537
$20.5K 0.02%
2,016
538
$20.5K 0.02%
1,372
539
$20.5K 0.02%
521
540
$20.4K 0.02%
255
541
$20.3K 0.02%
710
542
$20.3K 0.02%
+465
543
$20.3K 0.02%
154
-41
544
$20.2K 0.02%
347
545
$20.1K 0.02%
456
546
$20K 0.02%
760
547
$20K 0.02%
180
548
$19.9K 0.02%
651
549
$19.7K 0.02%
+2,199
550
$19.6K 0.02%
306