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
551
$19.6K 0.02%
293
552
$19.6K 0.02%
1,454
553
$19.6K 0.02%
388
554
$19.5K 0.01%
784
555
$19.5K 0.01%
819
+291
556
$19.4K 0.01%
94
557
$19.4K 0.01%
173
558
$19.3K 0.01%
306
559
$19.3K 0.01%
1,102
560
$19.3K 0.01%
241
561
$19.3K 0.01%
839
562
$19.2K 0.01%
1,645
563
$19.1K 0.01%
288
564
$19.1K 0.01%
2,489
565
$19.1K 0.01%
106
566
$19K 0.01%
501
567
$19K 0.01%
497
568
$18.9K 0.01%
124
569
$18.9K 0.01%
720
-60
570
$18.8K 0.01%
456
571
$18.7K 0.01%
412
572
$18.7K 0.01%
380
573
$18.7K 0.01%
464
574
$18.4K 0.01%
149
575
$18.2K 0.01%
616