SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$314K
2 +$212K
3 +$202K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$167K
5
LEN icon
Lennar Class A
LEN
+$132K

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
751
$11.7K 0.01%
1,102
752
$11.7K 0.01%
183
+8
753
$11.7K 0.01%
416
754
$11.5K 0.01%
390
755
$11.5K 0.01%
182
756
$11.4K 0.01%
369
757
$11.4K 0.01%
398
-304
758
$11.4K 0.01%
274
759
$11.3K 0.01%
400
-216
760
$11.3K 0.01%
494
761
$11.2K 0.01%
+290
762
$11.2K 0.01%
492
763
$11.2K 0.01%
+498
764
$11.1K 0.01%
230
765
$10.9K 0.01%
285
766
$10.9K 0.01%
354
+57
767
$10.8K 0.01%
207
768
$10.8K 0.01%
500
769
$10.7K 0.01%
56
+7
770
$10.7K 0.01%
133
+10
771
$10.7K 0.01%
26
772
$10.4K 0.01%
+336
773
$10.4K 0.01%
287
774
$10.2K 0.01%
142
+6
775
$10.1K 0.01%
+679