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
751
$11.7K 0.01%
311
-9
752
$11.7K 0.01%
515
753
$11.6K 0.01%
275
754
$11.6K 0.01%
106
+7
755
$11.6K 0.01%
456
756
$11.5K 0.01%
503
757
$11.5K 0.01%
336
758
$11.4K 0.01%
+393
759
$11.2K 0.01%
+2,970
760
$11.2K 0.01%
180
761
$11.2K 0.01%
378
762
$11.1K 0.01%
500
763
$11.1K 0.01%
380
764
$11.1K 0.01%
347
765
$11K 0.01%
166
766
$11K 0.01%
+1,348
767
$11K 0.01%
+374
768
$10.8K 0.01%
416
769
$10.7K 0.01%
160
770
$10.7K 0.01%
+147
771
$10.7K 0.01%
124
772
$10.6K 0.01%
142
773
$10.5K 0.01%
475
-755
774
$10.5K 0.01%
288
775
$10.5K 0.01%
+368