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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$660K
2 +$390K
3 +$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$20.4K 0.01%
106
577
$20.4K 0.01%
128
+33
578
$20.3K 0.01%
94
579
$20.2K 0.01%
922
580
$20.2K 0.01%
514
581
$20.1K 0.01%
454
582
$20K 0.01%
348
583
$19.9K 0.01%
1,278
+476
584
$19.7K 0.01%
2,944
585
$19.7K 0.01%
439
586
$19.6K 0.01%
651
587
$19.4K 0.01%
365
588
$19.4K 0.01%
1,063
589
$19.3K 0.01%
704
590
$19.3K 0.01%
309
591
$19.2K 0.01%
825
592
$19.2K 0.01%
+401
593
$19.2K 0.01%
1,654
594
$19.1K 0.01%
418
595
$19K 0.01%
742
-88
596
$19K 0.01%
564
597
$19K 0.01%
309
598
$19K 0.01%
563
599
$18.9K 0.01%
208
600
$18.8K 0.01%
2,052
-148