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
801
$6.75K 0.01%
51
802
$6.71K 0.01%
212
803
$6.68K 0.01%
284
804
$6.64K 0.01%
349
-29
805
$6.63K 0.01%
49
806
$6.63K 0.01%
90
807
$6.61K 0.01%
917
808
$6.57K 0.01%
552
809
$6.54K 0.01%
100
810
$6.53K 0.01%
81
811
$6.51K 0.01%
9
812
$6.47K 0.01%
228
813
$6.45K 0.01%
449
814
$6.39K 0.01%
164
-64
815
$6.3K 0.01%
142
816
$6.29K 0.01%
107
-5
817
$6.29K 0.01%
246
818
$6.27K 0.01%
561
819
$6.21K 0.01%
190
820
$6.14K 0.01%
51
821
$6.13K 0.01%
378
822
$6.06K 0.01%
102
823
$6K 0.01%
93
824
$5.99K 0.01%
356
825
$5.83K ﹤0.01%
440
31 32
33
34 35