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
$110M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$184K
2
+$178K
3
+$149K
4
MAR icon
Marriott International
MAR
+$90.1K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$85.2K

Top Sells

1
+$227K
2
+$110K
3
+$92.4K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$76.1K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$75K

Sector Composition

1 Financials 18.74%
2 Technology 7.9%
3 Healthcare 7.52%
4 Consumer Staples 5.51%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.4K 0.06%
+1,207
227
$60.4K 0.06%
4,809
228
$60.2K 0.05%
853
229
$59.8K 0.05%
504
+4
230
$59.5K 0.05%
2,055
231
$58.1K 0.05%
4,815
+59
232
$57.4K 0.05%
1,033
233
$57.2K 0.05%
876
234
$56.9K 0.05%
669
235
$56.8K 0.05%
1,299
236
$56.4K 0.05%
548
237
$55.8K 0.05%
1,199
238
$55.8K 0.05%
936
239
$55.5K 0.05%
737
+140
240
$55.3K 0.05%
267
+3
241
$55K 0.05%
925
242
$54.8K 0.05%
1,415
243
$54.7K 0.05%
837
-161
244
$54.1K 0.05%
941
245
$53.8K 0.05%
1,005
246
$53.1K 0.05%
1,795
247
$52.8K 0.05%
478
248
$52.8K 0.05%
1,532
-402
249
$52K 0.05%
1,025
-919
250
$52K 0.05%
816
8 9
10
11 12