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
676
$14.7K 0.01%
424
677
$14.7K 0.01%
+156
678
$14.6K 0.01%
226
679
$14.5K 0.01%
747
+40
680
$14.5K 0.01%
275
681
$14.5K 0.01%
674
682
$14.5K 0.01%
823
683
$14.5K 0.01%
720
684
$14.3K 0.01%
84
+8
685
$14.3K 0.01%
14
686
$14.2K 0.01%
437
687
$14.2K 0.01%
445
688
$14.2K 0.01%
253
689
$14.1K 0.01%
251
690
$14.1K 0.01%
266
691
$14.1K 0.01%
+49
692
$14.1K 0.01%
978
693
$14.1K 0.01%
554
+103
694
$14K 0.01%
288
-280
695
$13.9K 0.01%
1,024
696
$13.8K 0.01%
439
697
$13.8K 0.01%
+760
698
$13.7K 0.01%
+672
699
$13.7K 0.01%
280
700
$13.7K 0.01%
191