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
951
$1.62K ﹤0.01%
24
952
$1.55K ﹤0.01%
128
953
$1.5K ﹤0.01%
61
954
$1.48K ﹤0.01%
106
955
$1.4K ﹤0.01%
33
956
$1.37K ﹤0.01%
24
957
$1.34K ﹤0.01%
43
958
$1.34K ﹤0.01%
46
-1
959
$1.32K ﹤0.01%
20
960
$1.31K ﹤0.01%
26
961
$1.3K ﹤0.01%
15
962
$1.29K ﹤0.01%
69
+5
963
$1.27K ﹤0.01%
26
964
$1.23K ﹤0.01%
9
-20
965
$1.18K ﹤0.01%
12
966
$1.16K ﹤0.01%
62
967
$1.16K ﹤0.01%
39
-13
968
$1.15K ﹤0.01%
39
-314
969
$1.09K ﹤0.01%
18
970
$1.08K ﹤0.01%
34
971
$1.06K ﹤0.01%
16
-276
972
$1.05K ﹤0.01%
10
973
$1.05K ﹤0.01%
24
974
$1.03K ﹤0.01%
11
975
$995 ﹤0.01%
63
-748
37 38
39
40 41