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
851
$4.84K ﹤0.01%
276
852
$4.81K ﹤0.01%
44
853
$4.75K ﹤0.01%
17
854
$4.75K ﹤0.01%
87
855
$4.68K ﹤0.01%
600
856
$4.65K ﹤0.01%
45
857
$4.62K ﹤0.01%
347
858
$4.61K ﹤0.01%
80
859
$4.58K ﹤0.01%
352
860
$4.54K ﹤0.01%
53
+4
861
$4.54K ﹤0.01%
35
862
$4.53K ﹤0.01%
49
863
$4.49K ﹤0.01%
613
864
$4.47K ﹤0.01%
94
865
$4.45K ﹤0.01%
296
866
$4.41K ﹤0.01%
299
867
$4.38K ﹤0.01%
243
868
$4.35K ﹤0.01%
229
869
$4.32K ﹤0.01%
244
870
$4.29K ﹤0.01%
240
871
$4.27K ﹤0.01%
102
872
$4.25K ﹤0.01%
238
873
$3.94K ﹤0.01%
59
874
$3.92K ﹤0.01%
63
875
$3.89K ﹤0.01%
67
33 34
35
36 37