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
901
$3K ﹤0.01%
112
902
$2.98K ﹤0.01%
75
903
$2.95K ﹤0.01%
63
904
$2.92K ﹤0.01%
99
-1,727
905
$2.91K ﹤0.01%
36
906
$2.9K ﹤0.01%
91
+3
907
$2.9K ﹤0.01%
64
908
$2.81K ﹤0.01%
33
909
$2.79K ﹤0.01%
18
910
$2.78K ﹤0.01%
47
911
$2.78K ﹤0.01%
29
912
$2.75K ﹤0.01%
46
913
$2.74K ﹤0.01%
88
914
$2.73K ﹤0.01%
25
-6
915
$2.65K ﹤0.01%
116
916
$2.63K ﹤0.01%
90
917
$2.61K ﹤0.01%
109
-17
918
$2.58K ﹤0.01%
23
919
$2.57K ﹤0.01%
80
920
$2.5K ﹤0.01%
65
921
$2.48K ﹤0.01%
47
922
$2.48K ﹤0.01%
81
923
$2.45K ﹤0.01%
28
924
$2.45K ﹤0.01%
93
925
$2.4K ﹤0.01%
40
35 36
37
38 39