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
$179M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$660K
2 +$390K
3 +$364K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$223K
5
LEN icon
Lennar Class A
LEN
+$214K

Sector Composition

1 Financials 14.57%
2 Technology 12.33%
3 Healthcare 11.27%
4 Industrials 7.6%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$16.1K 0.01%
501
652
$16.1K 0.01%
667
653
$16.1K 0.01%
293
654
$16.1K 0.01%
+426
655
$16.1K 0.01%
1,682
656
$16.1K 0.01%
774
657
$16.1K 0.01%
761
658
$15.9K 0.01%
489
659
$15.9K 0.01%
214
-6
660
$15.8K 0.01%
789
661
$15.8K 0.01%
1,493
+332
662
$15.7K 0.01%
219
663
$15.7K 0.01%
625
+327
664
$15.7K 0.01%
99
-104
665
$15.6K 0.01%
325
666
$15.5K 0.01%
476
667
$15.5K 0.01%
601
668
$15.5K 0.01%
1,328
669
$15.4K 0.01%
812
-31
670
$15.4K 0.01%
415
671
$15.3K 0.01%
85
672
$15.3K 0.01%
457
673
$15.2K 0.01%
328
674
$15.2K 0.01%
+391
675
$15.2K 0.01%
14