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
776
$7.74K 0.01%
67
777
$7.66K 0.01%
84
778
$7.65K 0.01%
124
-6
779
$7.65K 0.01%
475
780
$7.63K 0.01%
599
781
$7.63K 0.01%
211
782
$7.6K 0.01%
165
+8
783
$7.54K 0.01%
211
784
$7.51K 0.01%
115
785
$7.43K 0.01%
265
786
$7.42K 0.01%
552
787
$7.42K 0.01%
170
788
$7.41K 0.01%
108
789
$7.29K 0.01%
55
790
$7.21K 0.01%
88
+16
791
$7.15K 0.01%
385
792
$7.09K 0.01%
137
+5
793
$7.05K 0.01%
58
794
$6.99K 0.01%
135
795
$6.94K 0.01%
86
796
$6.89K 0.01%
248
797
$6.85K 0.01%
52
798
$6.84K 0.01%
190
-25
799
$6.82K 0.01%
280
800
$6.78K 0.01%
288
30 31
32
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