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
726
$12.5K 0.01%
384
727
$12.5K 0.01%
196
728
$12.4K 0.01%
56
729
$12.4K 0.01%
550
730
$12.4K 0.01%
990
731
$12.4K 0.01%
382
-19
732
$12.4K 0.01%
342
733
$12.3K 0.01%
100
734
$12.3K 0.01%
227
735
$12.2K 0.01%
59
736
$12.2K 0.01%
3,395
+709
737
$12.2K 0.01%
177
+8
738
$12.1K 0.01%
61
739
$12.1K 0.01%
+486
740
$12.1K 0.01%
696
741
$12K 0.01%
369
742
$12K 0.01%
381
743
$12K 0.01%
179
744
$12K 0.01%
1,140
745
$12K 0.01%
755
746
$11.9K 0.01%
267
-296
747
$11.8K 0.01%
308
748
$11.8K 0.01%
230
749
$11.8K 0.01%
+3,085
750
$11.7K 0.01%
+1,019