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
876
$3.88K ﹤0.01%
57
877
$3.84K ﹤0.01%
216
878
$3.78K ﹤0.01%
58
879
$3.77K ﹤0.01%
58
880
$3.75K ﹤0.01%
100
881
$3.67K ﹤0.01%
45
882
$3.65K ﹤0.01%
87
883
$3.65K ﹤0.01%
44
+25
884
$3.65K ﹤0.01%
43
-3
885
$3.6K ﹤0.01%
23
886
$3.57K ﹤0.01%
41
887
$3.56K ﹤0.01%
74
888
$3.55K ﹤0.01%
57
+3
889
$3.5K ﹤0.01%
112
890
$3.47K ﹤0.01%
120
891
$3.4K ﹤0.01%
21
892
$3.36K ﹤0.01%
146
893
$3.32K ﹤0.01%
68
894
$3.31K ﹤0.01%
90
895
$3.29K ﹤0.01%
51
896
$3.23K ﹤0.01%
242
-3,173
897
$3.2K ﹤0.01%
84
+54
898
$3.19K ﹤0.01%
27
899
$3.16K ﹤0.01%
83
900
$3.13K ﹤0.01%
54
34 35
36
37 38