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
701
$13.7K 0.01%
425
702
$13.7K 0.01%
368
703
$13.7K 0.01%
1,252
-268
704
$13.6K 0.01%
353
705
$13.6K 0.01%
990
706
$13.5K 0.01%
1,068
707
$13.5K 0.01%
328
708
$13.4K 0.01%
+1,899
709
$13.4K 0.01%
1,436
710
$13.3K 0.01%
832
711
$13.2K 0.01%
196
-28
712
$13.2K 0.01%
161
713
$13.1K 0.01%
149
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$13.1K 0.01%
+1,264
715
$13.1K 0.01%
504
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716
$13.1K 0.01%
203
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717
$13K 0.01%
325
718
$13K 0.01%
95
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$12.9K 0.01%
414
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$12.8K 0.01%
445
721
$12.8K 0.01%
170
+10
722
$12.8K 0.01%
515
723
$12.7K 0.01%
476
724
$12.7K 0.01%
222
725
$12.7K 0.01%
177