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
151
$194K 0.11%
665
152
$191K 0.11%
585
153
$189K 0.11%
4,776
154
$188K 0.1%
6,271
155
$185K 0.1%
1,653
+11
156
$184K 0.1%
2,980
157
$184K 0.1%
6,446
158
$181K 0.1%
3,841
+617
159
$180K 0.1%
602
-647
160
$177K 0.1%
614
161
$177K 0.1%
2,342
+24
162
$174K 0.1%
11,011
+76
163
$170K 0.09%
3,534
164
$170K 0.09%
1,477
165
$168K 0.09%
1,353
+12
166
$168K 0.09%
4,007
+39
167
$166K 0.09%
2,188
168
$164K 0.09%
1,990
169
$161K 0.09%
3,625
170
$152K 0.09%
1,472
+23
171
$151K 0.08%
8,477
172
$149K 0.08%
1,046
+191
173
$149K 0.08%
2,083
-16
174
$147K 0.08%
4,672
175
$145K 0.08%
5,903