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
276
$45.1K 0.04%
954
277
$45.1K 0.04%
758
278
$45.1K 0.04%
1,161
279
$44.5K 0.04%
255
280
$44.4K 0.04%
730
281
$44.1K 0.04%
897
-50
282
$44K 0.04%
1,272
283
$43.5K 0.04%
1,368
+590
284
$43.2K 0.04%
120
+29
285
$42.1K 0.04%
277
286
$41.8K 0.04%
1,322
287
$41.6K 0.04%
792
288
$41.1K 0.04%
1,481
289
$41K 0.04%
513
290
$40.8K 0.04%
1,031
291
$40.5K 0.04%
779
292
$40.4K 0.04%
1,363
293
$40.3K 0.04%
617
294
$39.3K 0.04%
959
295
$39.3K 0.04%
222
296
$39.3K 0.04%
454
297
$39.1K 0.04%
145
298
$38.4K 0.04%
1,220
299
$38.4K 0.04%
1,020
300
$38.3K 0.04%
825
-20
10 11
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