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
326
$36.1K 0.03%
897
327
$36K 0.03%
836
328
$35.9K 0.03%
346
329
$35.8K 0.03%
1,322
330
$35.7K 0.03%
1,033
331
$35.7K 0.03%
1,391
332
$35.7K 0.03%
1,001
333
$35.6K 0.03%
1,470
334
$35.2K 0.03%
1,186
+486
335
$35K 0.03%
258
336
$34.8K 0.03%
87
-4
337
$34.8K 0.03%
2,397
+781
338
$34.6K 0.03%
4,235
339
$34.4K 0.03%
1,583
-54
340
$34.3K 0.03%
1,711
341
$34.1K 0.03%
1,220
-634
342
$34K 0.03%
1,583
+1,369
343
$33.9K 0.03%
1,203
344
$33.9K 0.03%
1,434
345
$33.8K 0.03%
553
346
$33.8K 0.03%
508
347
$33.7K 0.03%
+729
348
$33.6K 0.03%
461
349
$33.6K 0.03%
564
350
$33.6K 0.03%
553
12 13
14
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