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
51
$369K 0.35%
+12,440
52
$366K 0.35%
+9,820
53
$341K 0.32%
+5,720
54
$341K 0.32%
+3,432
55
$340K 0.32%
+5,328
56
$322K 0.31%
+8,228
57
$319K 0.3%
+23,592
58
$319K 0.3%
+7,800
59
$317K 0.3%
+10,928
60
$315K 0.3%
+10,320
61
$304K 0.29%
+4,309
62
$300K 0.28%
+10,544
63
$295K 0.28%
+10,213
64
$293K 0.28%
+5,129
65
$292K 0.28%
+3,857
66
$287K 0.27%
+3,681
67
$283K 0.27%
+3,552
68
$278K 0.26%
+4,838
69
$274K 0.26%
+2,124
70
$269K 0.26%
+1,214
71
$260K 0.25%
+4,071
72
$246K 0.23%
+3,891
73
$242K 0.23%
+2,299
74
$241K 0.23%
+3,820
75
$241K 0.23%
+3,063
1 2
3
4 5