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
601
$18.5K 0.01%
2,016
602
$18.5K 0.01%
309
603
$18.4K 0.01%
106
604
$18.4K 0.01%
476
605
$18.4K 0.01%
308
606
$18.3K 0.01%
1,645
607
$18.3K 0.01%
905
608
$18.2K 0.01%
714
+70
609
$18.2K 0.01%
415
610
$18.2K 0.01%
244
611
$18.1K 0.01%
332
612
$18.1K 0.01%
784
613
$18K 0.01%
616
614
$17.9K 0.01%
323
615
$17.9K 0.01%
494
616
$17.9K 0.01%
451
617
$17.9K 0.01%
440
618
$17.8K 0.01%
+1,306
619
$17.7K 0.01%
266
+19
620
$17.5K 0.01%
572
621
$17.5K 0.01%
1,128
622
$17.5K 0.01%
712
623
$17.5K 0.01%
1,102
624
$17.5K 0.01%
387
625
$17.5K 0.01%
+977