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
851
$4.24K ﹤0.01%
+12
852
$4.21K ﹤0.01%
48
853
$4.21K ﹤0.01%
44
854
$4.18K ﹤0.01%
59
855
$4.13K ﹤0.01%
238
856
$4.13K ﹤0.01%
219
857
$4.1K ﹤0.01%
336
858
$4.08K ﹤0.01%
229
859
$4.07K ﹤0.01%
46
860
$4.07K ﹤0.01%
79
861
$4.07K ﹤0.01%
93
862
$4.05K ﹤0.01%
+105
863
$4.04K ﹤0.01%
70
864
$4K ﹤0.01%
143
+130
865
$3.98K ﹤0.01%
80
+40
866
$3.91K ﹤0.01%
243
867
$3.9K ﹤0.01%
29
+20
868
$3.88K ﹤0.01%
50
869
$3.76K ﹤0.01%
67
870
$3.74K ﹤0.01%
94
-60
871
$3.73K ﹤0.01%
240
872
$3.73K ﹤0.01%
63
873
$3.69K ﹤0.01%
303
874
$3.68K ﹤0.01%
80
875
$3.65K ﹤0.01%
23
33 34
35
36 37