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
901
$2.62K ﹤0.01%
126
902
$2.62K ﹤0.01%
120
903
$2.62K ﹤0.01%
93
904
$2.59K ﹤0.01%
63
905
$2.53K ﹤0.01%
81
906
$2.49K ﹤0.01%
23
907
$2.47K ﹤0.01%
65
908
$2.44K ﹤0.01%
64
-205
909
$2.44K ﹤0.01%
36
910
$2.43K ﹤0.01%
224
911
$2.39K ﹤0.01%
+270
912
$2.32K ﹤0.01%
46
913
$2.31K ﹤0.01%
33
914
$2.25K ﹤0.01%
28
915
$2.21K ﹤0.01%
47
916
$2.2K ﹤0.01%
90
917
$2.19K ﹤0.01%
38
+8
918
$2.15K ﹤0.01%
40
919
$2.09K ﹤0.01%
18
920
$2.02K ﹤0.01%
97
921
$1.97K ﹤0.01%
50
-74
922
$1.93K ﹤0.01%
52
+13
923
$1.9K ﹤0.01%
32
924
$1.9K ﹤0.01%
88
925
$1.86K ﹤0.01%
68
35 36
37
38 39