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
251
$51.4K 0.05%
+1,188
252
$51.3K 0.05%
1,854
-8,208
253
$51.3K 0.05%
1,221
254
$51.2K 0.05%
322
+40
255
$51.2K 0.05%
3,593
256
$51.1K 0.05%
506
257
$50.8K 0.05%
680
+312
258
$49.8K 0.05%
1,036
259
$49.2K 0.04%
1,252
+35
260
$48.5K 0.04%
1,088
-39
261
$48.4K 0.04%
758
-15
262
$48.3K 0.04%
3,437
-95
263
$47.9K 0.04%
876
264
$47.5K 0.04%
894
265
$47.2K 0.04%
955
266
$46.9K 0.04%
860
267
$46.8K 0.04%
485
+382
268
$46.4K 0.04%
299
269
$46.3K 0.04%
379
270
$46.1K 0.04%
2,880
271
$46K 0.04%
1,198
272
$45.9K 0.04%
882
+40
273
$45.8K 0.04%
1,609
274
$45.6K 0.04%
545
+166
275
$45.2K 0.04%
862
+19
9 10
11
12 13