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
701
$13.9K 0.01%
126
702
$13.8K 0.01%
476
703
$13.8K 0.01%
367
704
$13.7K 0.01%
287
705
$13.6K 0.01%
280
706
$13.4K 0.01%
100
707
$13.4K 0.01%
182
708
$13.4K 0.01%
149
709
$13.3K 0.01%
170
710
$13.3K 0.01%
424
711
$13.2K 0.01%
722
712
$13.2K 0.01%
111
713
$13.1K 0.01%
177
714
$13.1K 0.01%
+2,256
715
$13K 0.01%
+1,477
716
$12.9K 0.01%
275
717
$12.9K 0.01%
84
718
$12.8K 0.01%
684
719
$12.8K 0.01%
1,124
720
$12.7K 0.01%
1,102
721
$12.6K 0.01%
69
722
$12.6K 0.01%
445
723
$12.6K 0.01%
390
724
$12.6K 0.01%
372
725
$12.5K 0.01%
222