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
$140M
AUM Growth
+$3.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,166
New
Increased
Reduced
Closed

Sector Composition

1 Financials 19.01%
2 Technology 9.2%
3 Healthcare 6.96%
4 Industrials 5.64%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$13.1K 0.01%
264
727
$13.1K 0.01%
424
728
$13.1K 0.01%
790
729
$13K 0.01%
100
730
$13K 0.01%
262
731
$13K 0.01%
303
+12
732
$13K 0.01%
695
+670
733
$12.9K 0.01%
769
+372
734
$12.9K 0.01%
493
735
$12.9K 0.01%
112
736
$12.9K 0.01%
1,234
737
$12.9K 0.01%
+756
738
$12.8K 0.01%
1,482
739
$12.8K 0.01%
5
740
$12.7K 0.01%
153
-12
741
$12.7K 0.01%
+751
742
$12.6K 0.01%
88
743
$12.6K 0.01%
+1,000
744
$12.6K 0.01%
415
745
$12.6K 0.01%
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746
$12.5K 0.01%
225
-149
747
$12.5K 0.01%
674
748
$12.4K 0.01%
325
749
$12.4K 0.01%
132
+127
750
$12.4K 0.01%
+246