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
751
$11.7K 0.01%
+507
752
$11.7K 0.01%
1,102
753
$11.7K 0.01%
183
+8
754
$11.7K 0.01%
416
755
$11.5K 0.01%
390
756
$11.5K 0.01%
182
757
$11.4K 0.01%
369
758
$11.4K 0.01%
398
-304
759
$11.4K 0.01%
274
760
$11.3K 0.01%
400
-216
761
$11.3K 0.01%
494
762
$11.2K 0.01%
+290
763
$11.2K 0.01%
492
764
$11.2K 0.01%
+498
765
$11.1K 0.01%
230
766
$10.9K 0.01%
285
767
$10.9K 0.01%
354
+57
768
$10.8K 0.01%
207
769
$10.8K 0.01%
500
770
$10.7K 0.01%
56
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771
$10.7K 0.01%
133
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772
$10.7K 0.01%
26
773
$10.4K 0.01%
+336
774
$10.4K 0.01%
287
775
$10.2K 0.01%
142
+6