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
526
$22.5K 0.02%
1,654
527
$22.5K 0.02%
+655
528
$22.5K 0.02%
532
+397
529
$22.3K 0.02%
522
530
$22.3K 0.02%
371
531
$22.3K 0.02%
521
532
$22.2K 0.02%
+806
533
$22.1K 0.02%
709
534
$22.1K 0.02%
+1,583
535
$22K 0.02%
368
536
$21.9K 0.02%
445
537
$21.9K 0.02%
651
538
$21.8K 0.02%
424
539
$21.8K 0.02%
502
540
$21.6K 0.02%
1,415
+484
541
$21.6K 0.02%
231
542
$21.5K 0.02%
456
543
$21.4K 0.02%
388
544
$21.4K 0.02%
1,729
-1,313
545
$21.3K 0.02%
353
546
$21.3K 0.02%
+397
547
$21.3K 0.02%
591
548
$21.1K 0.02%
436
+29
549
$21K 0.02%
1,381
550
$21K 0.02%
230
-328