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
626
$17.5K 0.01%
400
627
$17.4K 0.01%
323
628
$17.4K 0.01%
462
+74
629
$17.4K 0.01%
308
630
$17.3K 0.01%
+815
631
$17.2K 0.01%
442
632
$17.2K 0.01%
144
+7
633
$17.2K 0.01%
415
634
$16.9K 0.01%
202
635
$16.9K 0.01%
348
636
$16.8K 0.01%
320
-498
637
$16.7K 0.01%
977
638
$16.7K 0.01%
237
639
$16.6K 0.01%
415
640
$16.6K 0.01%
501
641
$16.6K 0.01%
371
642
$16.5K 0.01%
412
643
$16.5K 0.01%
219
644
$16.5K 0.01%
545
-262
645
$16.4K 0.01%
61
+3
646
$16.4K 0.01%
272
647
$16.3K 0.01%
2,151
-1,409
648
$16.3K 0.01%
1,512
649
$16.3K 0.01%
630
650
$16.2K 0.01%
1,382
-178