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
1226
-407
1227
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1228
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1229
-89
1230
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1231
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1232
-933
1233
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1234
-1,299
1235
-1,228
1236
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1237
-896
1238
0
1239
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1240
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1241
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1242
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1243
0
1244
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1245
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1246
-368
1247
0
1248
-2,896
1249
-11
1250
-1,734