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
651
$16.1K 0.01%
651
652
$16K 0.01%
+127
653
$16K 0.01%
1,140
654
$15.9K 0.01%
342
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655
$15.8K 0.01%
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656
$15.8K 0.01%
80
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657
$15.8K 0.01%
203
658
$15.7K 0.01%
252
659
$15.6K 0.01%
905
660
$15.4K 0.01%
+84
661
$15.4K 0.01%
522
662
$15.4K 0.01%
+1,124
663
$15.4K 0.01%
496
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$15.3K 0.01%
402
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$15.3K 0.01%
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$15.2K 0.01%
898
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667
$15.2K 0.01%
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$15.1K 0.01%
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$15K 0.01%
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$14.9K 0.01%
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$14.9K 0.01%
230
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$14.9K 0.01%
451
673
$14.9K 0.01%
85
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$14.8K 0.01%
216
675
$14.7K 0.01%
475