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
626
$17.5K 0.01%
+730
627
$17.5K 0.01%
50
628
$17.4K 0.01%
448
629
$17.3K 0.01%
+400
630
$17.3K 0.01%
561
631
$17.2K 0.01%
586
632
$17.1K 0.01%
663
+489
633
$17.1K 0.01%
774
634
$17K 0.01%
293
635
$17K 0.01%
707
+174
636
$16.9K 0.01%
99
+96
637
$16.8K 0.01%
171
638
$16.8K 0.01%
+400
639
$16.8K 0.01%
+676
640
$16.7K 0.01%
792
641
$16.7K 0.01%
412
642
$16.6K 0.01%
158
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643
$16.5K 0.01%
648
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$16.5K 0.01%
136
645
$16.4K 0.01%
149
646
$16.4K 0.01%
320
-203
647
$16.4K 0.01%
1,298
648
$16.3K 0.01%
219
649
$16.3K 0.01%
137
-69
650
$16.2K 0.01%
371