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
676
$6.92K 0.01%
+308
677
$6.9K 0.01%
+840
678
$6.89K 0.01%
+248
679
$6.86K 0.01%
+231
680
$6.85K 0.01%
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681
$6.8K 0.01%
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682
$6.66K 0.01%
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683
$6.66K 0.01%
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684
$6.66K 0.01%
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685
$6.59K 0.01%
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686
$6.59K 0.01%
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687
$6.58K 0.01%
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$6.55K 0.01%
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$6.5K 0.01%
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699
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700
$6.18K 0.01%
+108