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
251
$54.6K 0.05%
1,221
252
$52.5K 0.04%
1,532
253
$52.1K 0.04%
1,025
254
$52.1K 0.04%
1,005
255
$52.1K 0.04%
1,732
-31
256
$51.8K 0.04%
251
257
$51.7K 0.04%
1,299
258
$51.3K 0.04%
1,189
259
$51.1K 0.04%
277
260
$50.8K 0.04%
849
-11
261
$50.1K 0.04%
876
262
$50K 0.04%
1,069
263
$49.8K 0.04%
255
264
$49.5K 0.04%
545
265
$49.5K 0.04%
1,285
-1,595
266
$49.5K 0.04%
322
267
$49.4K 0.04%
730
268
$49.2K 0.04%
1,272
269
$48.5K 0.04%
138
+34
270
$48.4K 0.04%
148
271
$48.4K 0.04%
798
272
$48.2K 0.04%
234
273
$47.7K 0.04%
792
274
$47.4K 0.04%
1,322
275
$47.2K 0.04%
687
9 10
11
12 13