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
526
$23.3K 0.01%
810
527
$23.1K 0.01%
893
528
$23K 0.01%
870
-341
529
$23K 0.01%
435
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530
$22.8K 0.01%
1,476
+45
531
$22.7K 0.01%
353
532
$22.6K 0.01%
1,345
533
$22.6K 0.01%
349
+153
534
$22.5K 0.01%
453
+29
535
$22.5K 0.01%
922
536
$22.3K 0.01%
124
537
$22.2K 0.01%
918
+361
538
$22.2K 0.01%
273
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539
$22.2K 0.01%
789
540
$22.2K 0.01%
296
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541
$22.1K 0.01%
+1,698
542
$22K 0.01%
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$22K 0.01%
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$22K 0.01%
1,361
545
$22K 0.01%
658
546
$21.9K 0.01%
754
547
$21.7K 0.01%
372
548
$21.6K 0.01%
730
549
$21.4K 0.01%
776
+253
550
$21.3K 0.01%
813