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
576
$19.5K 0.01%
94
577
$19.4K 0.01%
802
578
$19.4K 0.01%
558
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579
$19.4K 0.01%
1,004
580
$19.3K 0.01%
743
581
$19.3K 0.01%
437
582
$19.2K 0.01%
180
583
$19.2K 0.01%
272
584
$19.2K 0.01%
347
585
$19.1K 0.01%
497
586
$19.1K 0.01%
1,222
587
$19.1K 0.01%
328
588
$19K 0.01%
394
+197
589
$19K 0.01%
1,140
590
$19K 0.01%
1,436
591
$18.9K 0.01%
149
592
$18.9K 0.01%
217
+39
593
$18.9K 0.01%
306
594
$18.8K 0.01%
+1,210
595
$18.8K 0.01%
103
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596
$18.7K 0.01%
454
597
$18.7K 0.01%
149
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598
$18.6K 0.01%
202
599
$18.6K 0.01%
709
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600
$18.6K 0.01%
293