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
126
$238K 0.13%
4,460
-722
127
$235K 0.13%
452
128
$230K 0.13%
1,411
129
$229K 0.13%
2,107
130
$227K 0.13%
2,187
131
$226K 0.13%
4,092
-322
132
$226K 0.13%
10,562
133
$225K 0.13%
1,066
134
$222K 0.12%
5,910
+16
135
$217K 0.12%
10,210
136
$217K 0.12%
1,549
-101
137
$216K 0.12%
2,364
+11
138
$215K 0.12%
7,030
+6,361
139
$213K 0.12%
2,269
+24
140
$213K 0.12%
10,030
141
$211K 0.12%
3,910
142
$206K 0.11%
3,743
143
$205K 0.11%
1,418
144
$204K 0.11%
878
145
$200K 0.11%
2,516
146
$200K 0.11%
2,891
+11
147
$198K 0.11%
445
148
$197K 0.11%
1,430
+223
149
$196K 0.11%
1,160
150
$194K 0.11%
3,285