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
576
$18.1K 0.01%
888
+678
577
$18K 0.01%
452
578
$17.8K 0.01%
445
579
$17.6K 0.01%
494
580
$17.5K 0.01%
242
581
$17.4K 0.01%
+601
582
$17.4K 0.01%
328
583
$17.4K 0.01%
572
584
$17.4K 0.01%
561
585
$17.3K 0.01%
309
586
$17.2K 0.01%
445
587
$17.1K 0.01%
387
588
$17.1K 0.01%
761
589
$17.1K 0.01%
743
590
$17K 0.01%
678
591
$17K 0.01%
328
592
$17K 0.01%
495
+336
593
$16.8K 0.01%
+106
594
$16.8K 0.01%
143
595
$16.8K 0.01%
332
596
$16.8K 0.01%
218
-21
597
$16.8K 0.01%
2,267
+1,183
598
$16.8K 0.01%
452
599
$16.7K 0.01%
288
600
$16.7K 0.01%
451