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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.56M
3
+$3.43M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.33M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.81%
2 Technology 7.5%
3 Healthcare 7.48%
4 Consumer Staples 5.64%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$609K 0.58%
+11,252
27
$585K 0.56%
+4,041
28
$578K 0.55%
+20,560
29
$565K 0.54%
+12,270
30
$556K 0.53%
+4,984
31
$545K 0.52%
+40,240
32
$540K 0.51%
+5,407
33
$531K 0.5%
+6,454
34
$528K 0.5%
+17,836
35
$513K 0.49%
+3,613
36
$505K 0.48%
+15,623
37
$505K 0.48%
+4,018
38
$503K 0.48%
+4,409
39
$497K 0.47%
+10,287
40
$497K 0.47%
+8,400
41
$461K 0.44%
+13,461
42
$432K 0.41%
+5,127
43
$432K 0.41%
+8,554
44
$426K 0.4%
+5,210
45
$420K 0.4%
+11,020
46
$408K 0.39%
+30,185
47
$407K 0.39%
+12,385
48
$405K 0.38%
+3,951
49
$404K 0.38%
+5,284
50
$380K 0.36%
+2,533
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