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
51
$393K 0.36%
12,052
+1,490
52
$382K 0.35%
9,820
53
$352K 0.32%
10,523
-1,073
54
$346K 0.32%
3,552
55
$343K 0.31%
23,649
-15
56
$342K 0.31%
10,320
57
$340K 0.31%
4,838
58
$339K 0.31%
10,674
+130
59
$332K 0.3%
10,928
60
$323K 0.3%
5,129
61
$319K 0.29%
3,432
-50
62
$313K 0.29%
5,777
-3
63
$308K 0.28%
8,228
64
$307K 0.28%
7,803
65
$297K 0.27%
2,124
66
$295K 0.27%
3,624
+7
67
$291K 0.27%
4,248
-256
68
$283K 0.26%
3,917
+60
69
$274K 0.25%
874
+5
70
$267K 0.24%
4,172
71
$265K 0.24%
2,964
72
$263K 0.24%
1,099
-115
73
$257K 0.23%
2,034
74
$244K 0.22%
3,820
75
$243K 0.22%
1,974
1 2
3
4 5