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
726
$12.6K 0.01%
+187
727
$12.5K 0.01%
111
728
$12.5K 0.01%
+755
729
$12.5K 0.01%
106
730
$12.4K 0.01%
722
731
$12.4K 0.01%
+539
732
$12.4K 0.01%
372
733
$12.4K 0.01%
381
734
$12.3K 0.01%
75
735
$12.3K 0.01%
456
736
$12.2K 0.01%
+266
737
$12.2K 0.01%
541
-877
738
$12.1K 0.01%
474
-335
739
$12.1K 0.01%
1,420
740
$12K 0.01%
303
741
$12K 0.01%
275
742
$12K 0.01%
839
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743
$11.9K 0.01%
561
744
$11.9K 0.01%
145
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745
$11.9K 0.01%
+1,020
746
$11.8K 0.01%
227
747
$11.8K 0.01%
1,475
+1,061
748
$11.8K 0.01%
100
749
$11.8K 0.01%
+200
750
$11.8K 0.01%
401