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
551
$21K 0.02%
378
552
$20.9K 0.02%
297
553
$20.9K 0.02%
348
554
$20.8K 0.01%
257
555
$20.7K 0.01%
1,540
556
$20.7K 0.01%
63
-50
557
$20.6K 0.01%
120
558
$20.6K 0.01%
1,066
559
$20.5K 0.01%
492
560
$20.5K 0.01%
578
561
$20.5K 0.01%
345
+155
562
$20.4K 0.01%
986
563
$20.3K 0.01%
124
564
$20.3K 0.01%
329
565
$20.2K 0.01%
399
+332
566
$20.2K 0.01%
445
567
$20.1K 0.01%
426
568
$20.1K 0.01%
307
569
$20K 0.01%
396
570
$19.9K 0.01%
514
571
$19.9K 0.01%
2,199
572
$19.8K 0.01%
568
573
$19.8K 0.01%
+335
574
$19.7K 0.01%
761
575
$19.7K 0.01%
678