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
301
$38.2K 0.03%
360
+120
302
$38.1K 0.03%
1,649
-219
303
$37.9K 0.03%
2,868
+1,182
304
$37.8K 0.03%
301
305
$37.6K 0.03%
944
306
$37.5K 0.03%
1,098
307
$36.5K 0.03%
1,318
308
$36.5K 0.03%
873
309
$36.5K 0.03%
1,809
+491
310
$36.2K 0.03%
671
311
$36.2K 0.03%
1,102
312
$35.9K 0.03%
576
313
$35.9K 0.03%
1,689
314
$35.6K 0.03%
1,247
315
$35.5K 0.03%
1,204
316
$35.4K 0.03%
878
317
$35.1K 0.03%
1,449
318
$34.7K 0.03%
611
319
$34.7K 0.03%
263
320
$34.3K 0.03%
185
+72
321
$34.2K 0.03%
687
322
$34.1K 0.03%
1,674
323
$34.1K 0.03%
1,870
324
$34K 0.03%
836
325
$33.7K 0.03%
681