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
876
$6.71K ﹤0.01%
380
+17
877
$6.7K ﹤0.01%
67
-44
878
$6.59K ﹤0.01%
1,255
879
$6.5K ﹤0.01%
325
+32
880
$6.46K ﹤0.01%
+180
881
$6.43K ﹤0.01%
133
882
$6.4K ﹤0.01%
87
883
$6.35K ﹤0.01%
+824
884
$6.31K ﹤0.01%
190
885
$6.27K ﹤0.01%
+101
886
$6.22K ﹤0.01%
246
887
$6.19K ﹤0.01%
+152
888
$6.16K ﹤0.01%
+16
889
$6.13K ﹤0.01%
280
890
$6.11K ﹤0.01%
385
891
$6.11K ﹤0.01%
389
892
$6.09K ﹤0.01%
53
893
$6.07K ﹤0.01%
51
-5
894
$6.05K ﹤0.01%
66
895
$6.05K ﹤0.01%
+366
896
$6.05K ﹤0.01%
216
+54
897
$6.02K ﹤0.01%
155
898
$5.92K ﹤0.01%
+129
899
$5.91K ﹤0.01%
63
900
$5.9K ﹤0.01%
+258