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
151
$232K 0.09%
1,135
+32
152
$230K 0.09%
10,983
-109
153
$229K 0.09%
1,451
+1
154
$225K 0.09%
7,480
155
$223K 0.09%
4,590
+560
156
$223K 0.09%
2,440
+50
157
$222K 0.09%
1,023
+1
158
$214K 0.08%
1,229
+7
159
$212K 0.08%
4,103
+926
160
$211K 0.08%
11,275
+65
161
$211K 0.08%
2,488
+18
162
$210K 0.08%
10,041
163
$208K 0.08%
1,520
+17
164
$207K 0.08%
6,567
+35
165
$202K 0.08%
3,213
+5
166
$202K 0.08%
3,052
167
$201K 0.08%
16,694
+146
168
$200K 0.08%
9,686
169
$200K 0.08%
5,283
+76
170
$200K 0.08%
1,115
-9
171
$199K 0.08%
1,461
+40
172
$195K 0.08%
3,553
173
$185K 0.07%
1,079
-21
174
$183K 0.07%
1,553
+36
175
$180K 0.07%
2,190
-10