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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$731K
3
+$303K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$153K

Top Sells

1
+$162K
2
+$132K
3
+$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.36%
5,125
52
$416K 0.35%
2,533
-4
53
$407K 0.34%
9,820
54
$396K 0.33%
10,536
55
$389K 0.33%
3,432
56
$376K 0.32%
3,552
57
$373K 0.31%
4,627
-114
58
$369K 0.31%
2,251
+139
59
$360K 0.3%
10,659
-15
60
$359K 0.3%
10,928
61
$347K 0.29%
7,787
-16
62
$337K 0.28%
5,768
-9
63
$325K 0.27%
8,228
64
$324K 0.27%
4,972
65
$317K 0.27%
3,857
66
$304K 0.25%
3,624
67
$297K 0.25%
1,292
68
$295K 0.25%
1,102
69
$292K 0.24%
3,685
70
$270K 0.23%
3,820
71
$269K 0.23%
2,964
72
$262K 0.22%
1,974
73
$262K 0.22%
2,001
-33
74
$258K 0.22%
5,167
+2
75
$256K 0.21%
4,330
+3
1 2
3
4 5