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
751
$10.6K 0.01%
369
752
$10.6K 0.01%
111
753
$10.5K 0.01%
413
754
$10.5K 0.01%
513
755
$10.5K 0.01%
833
756
$10.4K 0.01%
774
757
$10.4K 0.01%
182
758
$10.4K 0.01%
1,020
+72
759
$10.2K 0.01%
222
760
$10.2K 0.01%
666
+47
761
$10.2K 0.01%
228
762
$10.2K 0.01%
+357
763
$10.1K 0.01%
95
+37
764
$10.1K 0.01%
103
765
$9.94K 0.01%
190
-115
766
$9.94K 0.01%
+297
767
$9.91K 0.01%
239
768
$9.91K 0.01%
231
769
$9.8K 0.01%
1,154
770
$9.79K 0.01%
139
771
$9.72K 0.01%
416
772
$9.71K 0.01%
515
+92
773
$9.71K 0.01%
378
774
$9.67K 0.01%
37
775
$9.64K 0.01%
1,345