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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$731K
3
+$303K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$153K

Top Sells

1
+$162K
2
+$132K
3
+$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.5K 0.05%
1,187
227
$62K 0.05%
636
-71
228
$61.9K 0.05%
837
229
$61.2K 0.05%
590
+105
230
$61.1K 0.05%
794
231
$60.9K 0.05%
862
232
$60.9K 0.05%
2,651
+2,185
233
$60.5K 0.05%
737
-21
234
$60.2K 0.05%
2,286
+38
235
$59.5K 0.05%
1,164
-4
236
$59.4K 0.05%
506
237
$59K 0.05%
1,161
238
$57.7K 0.05%
669
239
$57.5K 0.05%
1,199
240
$57.2K 0.05%
737
241
$57K 0.05%
955
242
$57K 0.05%
1,036
243
$56.8K 0.05%
3,273
-28
244
$56.8K 0.05%
558
245
$56.3K 0.05%
699
+175
246
$56.2K 0.05%
2,163
247
$56K 0.05%
299
248
$55.7K 0.05%
464
-22
249
$55.2K 0.05%
742
250
$55.1K 0.05%
816
8 9
10
11 12