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
626
$15.4K 0.01%
173
627
$15.4K 0.01%
395
628
$15.4K 0.01%
+145
629
$15.4K 0.01%
+293
630
$15.4K 0.01%
394
631
$15.3K 0.01%
178
632
$15.3K 0.01%
586
633
$15.3K 0.01%
191
634
$15.3K 0.01%
405
-32
635
$15.2K 0.01%
371
636
$15.2K 0.01%
262
637
$15.2K 0.01%
978
+642
638
$15.1K 0.01%
61
639
$15K 0.01%
+712
640
$14.9K 0.01%
902
641
$14.8K 0.01%
59
642
$14.8K 0.01%
721
643
$14.8K 0.01%
194
644
$14.8K 0.01%
202
645
$14.7K 0.01%
256
646
$14.7K 0.01%
642
647
$14.6K 0.01%
191
648
$14.6K 0.01%
79
649
$14.5K 0.01%
270
650
$14.5K 0.01%
434