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
651
$16.2K 0.01%
658
652
$16.1K 0.01%
161
653
$16.1K 0.01%
2,311
654
$16.1K 0.01%
256
655
$16K 0.01%
320
+296
656
$16K 0.01%
457
657
$16K 0.01%
395
658
$15.9K 0.01%
418
659
$15.8K 0.01%
978
660
$15.8K 0.01%
496
661
$15.8K 0.01%
+167
662
$15.8K 0.01%
309
663
$15.8K 0.01%
289
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$15.7K 0.01%
+1,435
665
$15.6K 0.01%
59
666
$15.6K 0.01%
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667
$15.5K 0.01%
707
+400
668
$15.4K 0.01%
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669
$15.4K 0.01%
1,554
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670
$15.4K 0.01%
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$15.3K 0.01%
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673
$15.2K 0.01%
237
674
$15.1K 0.01%
+684
675
$15.1K 0.01%
475