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
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22
929
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71
930
$1.7K ﹤0.01%
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931
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932
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24
933
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934
$1.61K ﹤0.01%
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935
$1.6K ﹤0.01%
9
+4
936
$1.58K ﹤0.01%
44
937
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17
938
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34
939
$1.52K ﹤0.01%
19
940
$1.49K ﹤0.01%
29
+19
941
$1.48K ﹤0.01%
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942
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943
$1.43K ﹤0.01%
105
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944
$1.42K ﹤0.01%
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-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