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
776
$11.5K 0.01%
377
777
$11.5K 0.01%
79
778
$11.5K 0.01%
+142
779
$11.5K 0.01%
384
780
$11.4K 0.01%
+291
781
$11.4K 0.01%
251
782
$11.3K 0.01%
234
783
$11.2K 0.01%
358
784
$11.1K 0.01%
111
785
$11.1K 0.01%
456
786
$11.1K 0.01%
+191
787
$11.1K 0.01%
257
788
$11K 0.01%
378
789
$11K 0.01%
+500
790
$11K 0.01%
1,068
791
$10.9K 0.01%
+402
792
$10.8K 0.01%
+1,238
793
$10.8K 0.01%
227
794
$10.7K 0.01%
231
795
$10.7K 0.01%
76
796
$10.6K 0.01%
574
797
$10.6K 0.01%
390
798
$10.5K 0.01%
+249
799
$10.4K 0.01%
228
800
$10.4K 0.01%
+103