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
326
$33.7K 0.03%
505
327
$33.6K 0.03%
424
328
$33.6K 0.03%
506
329
$33.4K 0.03%
799
330
$33.3K 0.03%
346
331
$33.1K 0.03%
1,326
332
$32.7K 0.03%
673
333
$32.5K 0.03%
696
334
$32.5K 0.03%
929
335
$32.3K 0.03%
482
336
$32.3K 0.03%
1,711
337
$32.1K 0.03%
806
338
$32K 0.03%
1,391
339
$31.7K 0.03%
1,331
340
$31.6K 0.03%
903
341
$31.5K 0.03%
3,058
342
$30.8K 0.03%
553
343
$30.7K 0.03%
258
344
$30.7K 0.03%
1,894
345
$30.6K 0.03%
1,277
346
$30.3K 0.03%
3,440
347
$30.3K 0.03%
501
348
$30.2K 0.03%
3,318
349
$30.2K 0.03%
832
350
$30.1K 0.03%
461