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
601
$16.6K 0.01%
658
602
$16.6K 0.01%
476
603
$16.5K 0.01%
437
604
$16.5K 0.01%
171
605
$16.4K 0.01%
161
606
$16.4K 0.01%
514
607
$16.3K 0.01%
570
+64
608
$16.3K 0.01%
492
609
$16.3K 0.01%
559
610
$16.3K 0.01%
1,679
611
$16.2K 0.01%
283
612
$16.1K 0.01%
+1,061
613
$16.1K 0.01%
792
614
$16.1K 0.01%
1,140
615
$16.1K 0.01%
137
616
$16K 0.01%
427
617
$15.9K 0.01%
244
618
$15.8K 0.01%
+702
619
$15.8K 0.01%
350
620
$15.7K 0.01%
133
621
$15.7K 0.01%
149
622
$15.7K 0.01%
136
623
$15.7K 0.01%
394
624
$15.6K 0.01%
106
625
$15.5K 0.01%
1,102