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
876
$3.51K ﹤0.01%
216
877
$3.49K ﹤0.01%
35
-35
878
$3.47K ﹤0.01%
54
-18
879
$3.46K ﹤0.01%
58
880
$3.41K ﹤0.01%
+100
881
$3.4K ﹤0.01%
68
882
$3.36K ﹤0.01%
74
883
$3.33K ﹤0.01%
58
884
$3.32K ﹤0.01%
62
885
$3.29K ﹤0.01%
146
886
$3.21K ﹤0.01%
41
-135
887
$3.2K ﹤0.01%
120
888
$3.18K ﹤0.01%
29
889
$3.13K ﹤0.01%
21
890
$3.11K ﹤0.01%
112
891
$3.09K ﹤0.01%
104
-1,608
892
$3.07K ﹤0.01%
+116
893
$3.02K ﹤0.01%
110
894
$2.93K ﹤0.01%
54
895
$2.88K ﹤0.01%
83
-9
896
$2.83K ﹤0.01%
27
897
$2.82K ﹤0.01%
75
-20
898
$2.7K ﹤0.01%
87
899
$2.69K ﹤0.01%
73
900
$2.65K ﹤0.01%
51
34 35
36
37 38