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
676
$15K 0.01%
+1,552
677
$15K 0.01%
230
678
$15K 0.01%
623
679
$15K 0.01%
+1,822
680
$14.9K 0.01%
+2,237
681
$14.9K 0.01%
496
682
$14.9K 0.01%
1,042
683
$14.9K 0.01%
1,024
684
$14.8K 0.01%
371
685
$14.8K 0.01%
616
-59
686
$14.6K 0.01%
231
687
$14.5K 0.01%
1,068
688
$14.4K 0.01%
+739
689
$14.4K 0.01%
453
690
$14.4K 0.01%
978
691
$14.4K 0.01%
226
692
$14.4K 0.01%
92
693
$14.4K 0.01%
197
694
$14.3K 0.01%
532
+28
695
$14.2K 0.01%
658
696
$14.2K 0.01%
905
697
$14.2K 0.01%
265
698
$14.1K 0.01%
159
699
$14K 0.01%
475
700
$13.9K 0.01%
+1,179