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
601
$18.5K 0.01%
169
+12
602
$18.4K 0.01%
454
603
$18.4K 0.01%
1,063
-823
604
$18.4K 0.01%
392
-223
605
$18.4K 0.01%
504
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606
$18.3K 0.01%
521
607
$18.3K 0.01%
256
608
$18.3K 0.01%
616
609
$18.2K 0.01%
792
610
$18.2K 0.01%
+1,081
611
$18.2K 0.01%
418
612
$18.1K 0.01%
666
+279
613
$18.1K 0.01%
265
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614
$18.1K 0.01%
+1,740
615
$18K 0.01%
761
616
$17.9K 0.01%
624
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617
$17.9K 0.01%
+2,211
618
$17.8K 0.01%
852
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$17.8K 0.01%
684
620
$17.8K 0.01%
966
621
$17.7K 0.01%
774
622
$17.7K 0.01%
136
623
$17.6K 0.01%
309
624
$17.5K 0.01%
167
625
$17.5K 0.01%
457