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
26
$655K 0.6%
6,737
-64
27
$634K 0.58%
15,743
+4,558
28
$615K 0.56%
4,049
+4
29
$614K 0.56%
9,228
+168
30
$608K 0.55%
4,738
+329
31
$605K 0.55%
11,640
+288
32
$601K 0.55%
5,327
+343
33
$590K 0.54%
15,623
34
$585K 0.53%
6,516
35
$567K 0.52%
39,384
-306
36
$566K 0.52%
15,113
+959
37
$563K 0.51%
5,407
38
$548K 0.5%
13,100
+200
39
$534K 0.49%
3,697
+50
40
$518K 0.47%
16,881
+3
41
$497K 0.45%
8,348
+6
42
$493K 0.45%
31,528
-6
43
$493K 0.45%
11,128
+284
44
$483K 0.44%
6,509
45
$437K 0.4%
5,284
46
$434K 0.4%
3,991
47
$429K 0.39%
10,660
48
$423K 0.39%
2,537
+4
49
$413K 0.38%
5,125
-2
50
$411K 0.38%
3,567
-318
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2
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