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
951
$1.3K ﹤0.01%
12
+7
952
$1.29K ﹤0.01%
20
953
$1.27K ﹤0.01%
47
954
$1.23K ﹤0.01%
20
955
$1.19K ﹤0.01%
63
+1
956
$1.18K ﹤0.01%
15
+7
957
$1.12K ﹤0.01%
21
958
$1.1K ﹤0.01%
24
959
$1.08K ﹤0.01%
15
960
$1.07K ﹤0.01%
8
961
$1.03K ﹤0.01%
10
962
$984 ﹤0.01%
26
963
$956 ﹤0.01%
128
964
$947 ﹤0.01%
18
965
$945 ﹤0.01%
34
966
$895 ﹤0.01%
6
967
$848 ﹤0.01%
11
968
$842 ﹤0.01%
23
969
$840 ﹤0.01%
45
970
$795 ﹤0.01%
11
971
$764 ﹤0.01%
20
972
$762 ﹤0.01%
35
973
$753 ﹤0.01%
6
974
$748 ﹤0.01%
11
975
$738 ﹤0.01%
21
37 38
39
40 41