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
801
$10.3K 0.01%
416
802
$10.2K 0.01%
139
803
$10.2K 0.01%
+173
804
$10.1K 0.01%
182
805
$10.1K 0.01%
129
806
$10K 0.01%
+29
807
$9.98K 0.01%
104
808
$9.95K 0.01%
265
809
$9.93K 0.01%
369
810
$9.89K 0.01%
+383
811
$9.8K 0.01%
95
812
$9.79K 0.01%
870
813
$9.74K 0.01%
234
-196
814
$9.72K 0.01%
513
815
$9.71K 0.01%
190
816
$9.66K 0.01%
525
817
$9.6K 0.01%
722
818
$9.59K 0.01%
86
819
$9.56K 0.01%
137
820
$9.56K 0.01%
330
821
$9.52K 0.01%
297
822
$9.51K 0.01%
90
823
$9.42K 0.01%
394
824
$9.41K 0.01%
76
825
$9.39K 0.01%
179