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
926
$2.31K ﹤0.01%
26
927
$2.31K ﹤0.01%
48
-14
928
$2.3K ﹤0.01%
57
929
$2.3K ﹤0.01%
50
930
$2.25K ﹤0.01%
68
931
$2.24K ﹤0.01%
270
932
$2.2K ﹤0.01%
22
933
$2K ﹤0.01%
32
934
$1.98K ﹤0.01%
71
935
$1.97K ﹤0.01%
97
936
$1.88K ﹤0.01%
55
937
$1.88K ﹤0.01%
140
938
$1.84K ﹤0.01%
44
939
$1.81K ﹤0.01%
19
940
$1.79K ﹤0.01%
76
-25
941
$1.75K ﹤0.01%
13
942
$1.71K ﹤0.01%
34
943
$1.69K ﹤0.01%
14
944
$1.68K ﹤0.01%
122
945
$1.67K ﹤0.01%
24
+16
946
$1.67K ﹤0.01%
20
947
$1.65K ﹤0.01%
9
948
$1.63K ﹤0.01%
24
949
$1.63K ﹤0.01%
22
950
$1.63K ﹤0.01%
17
36 37
38
39 40