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
526
$23.7K 0.01%
1,372
527
$23.7K 0.01%
675
-55
528
$23.7K 0.01%
149
529
$23.6K 0.01%
813
530
$23.6K 0.01%
822
531
$23.4K 0.01%
893
532
$23.4K 0.01%
200
533
$23.1K 0.01%
178
534
$23.1K 0.01%
256
535
$23.1K 0.01%
323
536
$23.1K 0.01%
+2,730
537
$23K 0.01%
445
538
$23K 0.01%
353
539
$22.9K 0.01%
347
540
$22.7K 0.01%
818
-300
541
$22.7K 0.01%
272
542
$22.6K 0.01%
504
543
$22.6K 0.01%
580
+27
544
$22.6K 0.01%
124
545
$22.4K 0.01%
684
546
$22.3K 0.01%
1,361
547
$22.3K 0.01%
172
548
$22.3K 0.01%
918
549
$22.3K 0.01%
2,683
550
$22.2K 0.01%
666