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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Sells

1 +$956K
2 +$138K
3 +$64.2K
4
LEN icon
Lennar Class A
LEN
+$58.7K
5
BLKB icon
Blackbaud
BLKB
+$43.4K

Sector Composition

1 Financials 18%
2 Technology 8.32%
3 Healthcare 7.34%
4 Industrials 6%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$11.8K 0.01%
923
727
$11.7K 0.01%
+440
728
$11.6K 0.01%
227
729
$11.6K 0.01%
802
-700
730
$11.5K 0.01%
415
731
$11.4K 0.01%
358
+11
732
$11.4K 0.01%
496
733
$11.4K 0.01%
+264
734
$11.3K 0.01%
1,068
+516
735
$11.3K 0.01%
197
736
$11.3K 0.01%
525
737
$11.3K 0.01%
377
738
$11.3K 0.01%
303
-255
739
$11.2K 0.01%
475
740
$11.2K 0.01%
135
741
$11.1K 0.01%
278
742
$11.1K 0.01%
76
743
$11.1K 0.01%
75
744
$11.1K 0.01%
5,020
745
$11.1K 0.01%
78
-3
746
$11K 0.01%
45
747
$10.9K 0.01%
179
748
$10.8K 0.01%
1,085
749
$10.8K 0.01%
349
750
$10.8K 0.01%
79
+3