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
926
$854 ﹤0.01%
+12
927
$820 ﹤0.01%
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928
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929
$810 ﹤0.01%
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930
$778 ﹤0.01%
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931
$762 ﹤0.01%
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932
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933
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934
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935
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936
$717 ﹤0.01%
+11
937
$711 ﹤0.01%
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938
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939
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940
$691 ﹤0.01%
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941
$683 ﹤0.01%
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942
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943
$672 ﹤0.01%
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944
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945
$666 ﹤0.01%
+6
946
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947
$660 ﹤0.01%
+8
948
$653 ﹤0.01%
+19
949
$650 ﹤0.01%
+41
950
$649 ﹤0.01%
+20
36 37
38
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