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
1151
$587 ﹤0.01%
+20
1152
$583 ﹤0.01%
10
1153
$540 ﹤0.01%
53
1154
$538 ﹤0.01%
18
1155
$490 ﹤0.01%
8
1156
$470 ﹤0.01%
30
1157
$409 ﹤0.01%
5
1158
$407 ﹤0.01%
+4
1159
$402 ﹤0.01%
56
1160
$396 ﹤0.01%
11
1161
$370 ﹤0.01%
51
-111
1162
$362 ﹤0.01%
13
1163
$339 ﹤0.01%
6
1164
$280 ﹤0.01%
+3
1165
$251 ﹤0.01%
50
1166
$230 ﹤0.01%
10
1167
$191 ﹤0.01%
7
1168
$188 ﹤0.01%
20
1169
$160 ﹤0.01%
6
1170
$104 ﹤0.01%
1
1171
$93 ﹤0.01%
1
1172
$60 ﹤0.01%
6
1173
$15 ﹤0.01%
2
1174
-546
1175
-1,006