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
$171M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,261
New
Increased
Reduced
Closed

Top Sells

1 +$352K
2 +$225K
3 +$213K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$172K
5
LEN icon
Lennar Class A
LEN
+$139K

Sector Composition

1 Financials 15.02%
2 Healthcare 11.97%
3 Technology 11.58%
4 Industrials 7.73%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$19.6K 0.01%
1,000
577
$19.5K 0.01%
254
-117
578
$19.5K 0.01%
57
579
$19.5K 0.01%
+2,325
580
$19.5K 0.01%
1,435
+883
581
$19.4K 0.01%
1,161
+764
582
$19.3K 0.01%
739
+30
583
$19.1K 0.01%
+493
584
$19.1K 0.01%
1,042
585
$19K 0.01%
710
586
$19K 0.01%
1,372
587
$18.9K 0.01%
94
588
$18.9K 0.01%
242
589
$18.9K 0.01%
1,654
590
$18.8K 0.01%
309
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591
$18.8K 0.01%
445
592
$18.8K 0.01%
896
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$18.8K 0.01%
557
594
$18.8K 0.01%
548
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595
$18.7K 0.01%
+371
596
$18.7K 0.01%
+2,601
597
$18.7K 0.01%
+509
598
$18.7K 0.01%
767
599
$18.6K 0.01%
691
600
$18.5K 0.01%
143
-31