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
$252M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,747
New
Increased
Reduced
Closed

Top Sells

1 +$594K
2 +$183K
3 +$135K
4
GTLS icon
Chart Industries
GTLS
+$134K
5
SHLS icon
Shoals Technologies Group
SHLS
+$116K

Sector Composition

1 Technology 15.89%
2 Healthcare 12.35%
3 Financials 9.44%
4 Industrials 6.6%
5 Consumer Discretionary 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$294K 0.12%
5,276
127
$292K 0.12%
3,546
128
$285K 0.11%
2,011
129
$284K 0.11%
6,999
+246
130
$279K 0.11%
1,440
+15
131
$275K 0.11%
2,995
+90
132
$272K 0.11%
834
133
$271K 0.11%
3,798
+27
134
$270K 0.11%
2,346
+174
135
$270K 0.11%
2,132
+5
136
$268K 0.11%
1,741
-31
137
$266K 0.11%
4,208
+31
138
$258K 0.1%
2,525
+55
139
$256K 0.1%
3,748
-1,038
140
$253K 0.1%
3,089
+544
141
$249K 0.1%
39,799
+23,767
142
$248K 0.1%
2,770
-2
143
$245K 0.1%
1,815
+449
144
$245K 0.1%
457
-5
145
$244K 0.1%
5,135
+70
146
$242K 0.1%
3,210
+62
147
$237K 0.09%
3,224
-424
148
$235K 0.09%
2,170
+398
149
$233K 0.09%
8,130
150
$232K 0.09%
4,735
+4