SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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 +$658K
2 +$384K
3 +$360K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$226K
5
LEN icon
Lennar Class A
LEN
+$193K

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%
675
-55
527
$23.7K 0.01%
149
528
$23.6K 0.01%
813
529
$23.6K 0.01%
822
530
$23.4K 0.01%
893
531
$23.4K 0.01%
200
532
$23.1K 0.01%
178
533
$23.1K 0.01%
256
534
$23.1K 0.01%
323
535
$23.1K 0.01%
+2,730
536
$23K 0.01%
445
537
$23K 0.01%
353
538
$22.9K 0.01%
347
539
$22.7K 0.01%
818
-300
540
$22.7K 0.01%
272
541
$22.6K 0.01%
504
542
$22.6K 0.01%
580
+27
543
$22.6K 0.01%
124
544
$22.4K 0.01%
684
545
$22.3K 0.01%
1,361
546
$22.3K 0.01%
172
547
$22.3K 0.01%
918
548
$22.3K 0.01%
2,683
549
$22.2K 0.01%
666
550
$22.1K 0.01%
372