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
926
$1.85K ﹤0.01%
56
927
$1.77K ﹤0.01%
122
928
$1.75K ﹤0.01%
22
929
$1.71K ﹤0.01%
71
930
$1.7K ﹤0.01%
55
931
$1.69K ﹤0.01%
106
932
$1.63K ﹤0.01%
24
933
$1.63K ﹤0.01%
13
934
$1.61K ﹤0.01%
33
935
$1.6K ﹤0.01%
9
+4
936
$1.58K ﹤0.01%
44
937
$1.57K ﹤0.01%
17
938
$1.55K ﹤0.01%
34
939
$1.52K ﹤0.01%
19
940
$1.49K ﹤0.01%
29
+19
941
$1.48K ﹤0.01%
24
942
$1.45K ﹤0.01%
22
943
$1.43K ﹤0.01%
105
-765
944
$1.42K ﹤0.01%
36
-605
945
$1.41K ﹤0.01%
+42
946
$1.38K ﹤0.01%
140
947
$1.36K ﹤0.01%
26
948
$1.36K ﹤0.01%
61
949
$1.34K ﹤0.01%
120
-813
950
$1.33K ﹤0.01%
43
36 37
38
39 40