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
751
$12.4K 0.01%
149
752
$12.3K 0.01%
754
753
$12.3K 0.01%
211
754
$12.3K 0.01%
+340
755
$12.3K 0.01%
512
756
$12.2K 0.01%
411
+96
757
$12.2K 0.01%
76
758
$12.1K 0.01%
88
759
$12.1K 0.01%
1,255
-62
760
$12.1K 0.01%
79
761
$12.1K 0.01%
265
762
$12K 0.01%
349
763
$12K 0.01%
+103
764
$11.9K 0.01%
226
765
$11.9K 0.01%
3,173
766
$11.9K 0.01%
140
767
$11.9K 0.01%
+297
768
$11.9K 0.01%
552
769
$11.8K 0.01%
303
770
$11.7K 0.01%
502
+390
771
$11.6K 0.01%
+138
772
$11.6K 0.01%
1,092
+78
773
$11.6K 0.01%
308
774
$11.5K 0.01%
216
-134
775
$11.5K 0.01%
+146