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
876
$2.02K ﹤0.01%
+46
877
$2.01K ﹤0.01%
+56
878
$2K ﹤0.01%
+18
879
$1.98K ﹤0.01%
+45
880
$1.97K ﹤0.01%
+32
881
$1.92K ﹤0.01%
+33
882
$1.92K ﹤0.01%
+75
883
$1.9K ﹤0.01%
+299
884
$1.9K ﹤0.01%
+88
885
$1.88K ﹤0.01%
+40
886
$1.87K ﹤0.01%
+47
887
$1.87K ﹤0.01%
+97
888
$1.81K ﹤0.01%
+71
889
$1.76K ﹤0.01%
+22
890
$1.65K ﹤0.01%
+34
891
$1.64K ﹤0.01%
+13
892
$1.59K ﹤0.01%
+122
893
$1.59K ﹤0.01%
+55
894
$1.58K ﹤0.01%
+8
895
$1.57K ﹤0.01%
+50
896
$1.54K ﹤0.01%
+33
897
$1.53K ﹤0.01%
+146
898
$1.47K ﹤0.01%
+24
899
$1.44K ﹤0.01%
+24
900
$1.42K ﹤0.01%
+24
34 35
36
37 38