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
801
$9.09K 0.01%
+100
802
$9.04K 0.01%
63
+8
803
$8.99K 0.01%
105
804
$8.98K 0.01%
+748
805
$8.96K 0.01%
+503
806
$8.95K 0.01%
+550
807
$8.95K 0.01%
231
+39
808
$8.93K 0.01%
79
809
$8.92K 0.01%
384
810
$8.9K 0.01%
309
+65
811
$8.88K 0.01%
153
+23
812
$8.88K 0.01%
719
813
$8.87K 0.01%
486
814
$8.86K 0.01%
490
815
$8.84K 0.01%
475
816
$8.82K 0.01%
138
817
$8.79K 0.01%
788
-227
818
$8.77K 0.01%
103
819
$8.65K 0.01%
47
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820
$8.62K 0.01%
97
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821
$8.61K 0.01%
124
822
$8.6K 0.01%
162
823
$8.59K 0.01%
49
+3
824
$8.58K 0.01%
389
-289
825
$8.58K 0.01%
102
+12