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
601
$18.7K 0.01%
986
602
$18.7K 0.01%
767
603
$18.6K 0.01%
735
604
$18.5K 0.01%
136
605
$18.5K 0.01%
870
606
$18.5K 0.01%
1,391
+238
607
$18.5K 0.01%
1,264
608
$18.5K 0.01%
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609
$18.5K 0.01%
191
610
$18.4K 0.01%
203
611
$18.4K 0.01%
+449
612
$18.2K 0.01%
1,061
613
$18.1K 0.01%
204
614
$18.1K 0.01%
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615
$18K 0.01%
437
616
$18K 0.01%
308
617
$18K 0.01%
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$17.9K 0.01%
675
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$17.9K 0.01%
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$17.7K 0.01%
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$17.6K 0.01%
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$17.6K 0.01%
440
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$17.6K 0.01%
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624
$17.4K 0.01%
2,325
625
$17.4K 0.01%
281