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
851
$2.7K ﹤0.01%
+58
852
$2.64K ﹤0.01%
+92
853
$2.6K ﹤0.01%
+36
854
$2.56K ﹤0.01%
+54
855
$2.54K ﹤0.01%
+73
856
$2.52K ﹤0.01%
+27
857
$2.49K ﹤0.01%
+81
858
$2.48K ﹤0.01%
+20
859
$2.42K ﹤0.01%
+51
860
$2.41K ﹤0.01%
+63
861
$2.4K ﹤0.01%
+93
862
$2.4K ﹤0.01%
+19
863
$2.32K ﹤0.01%
+224
864
$2.31K ﹤0.01%
+120
865
$2.25K ﹤0.01%
+100
866
$2.22K ﹤0.01%
+23
867
$2.19K ﹤0.01%
+65
868
$2.19K ﹤0.01%
+62
869
$2.18K ﹤0.01%
+28
870
$2.15K ﹤0.01%
+74
871
$2.11K ﹤0.01%
+87
872
$2.08K ﹤0.01%
+76
873
$2.07K ﹤0.01%
+92
874
$2.05K ﹤0.01%
+40
875
$2.02K ﹤0.01%
+108
33 34
35
36 37