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
651
$14.4K 0.01%
522
652
$14.4K 0.01%
50
653
$14.3K 0.01%
265
654
$14.3K 0.01%
445
655
$14.3K 0.01%
1,482
656
$14.3K 0.01%
456
657
$14.3K 0.01%
35
-2
658
$14.3K 0.01%
323
659
$14.2K 0.01%
1,645
+493
660
$14.2K 0.01%
181
-104
661
$14.2K 0.01%
+426
662
$14.1K 0.01%
+454
663
$14.1K 0.01%
475
664
$14.1K 0.01%
112
665
$13.9K 0.01%
591
666
$13.9K 0.01%
172
667
$13.9K 0.01%
219
668
$13.8K 0.01%
308
669
$13.8K 0.01%
467
670
$13.7K 0.01%
231
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671
$13.7K 0.01%
206
672
$13.7K 0.01%
118
-9
673
$13.7K 0.01%
159
-31
674
$13.6K 0.01%
1,436
675
$13.6K 0.01%
161