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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.56M
3
+$3.43M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.33M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.81%
2 Technology 7.5%
3 Healthcare 7.48%
4 Consumer Staples 5.64%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.22%
+4,504
77
$227K 0.22%
+1,446
78
$226K 0.21%
+3,685
79
$225K 0.21%
+866
80
$224K 0.21%
+1,922
81
$224K 0.21%
+5,587
82
$218K 0.21%
+2,098
83
$218K 0.21%
+17,268
84
$215K 0.2%
+2,345
85
$209K 0.2%
+7,064
86
$208K 0.2%
+2,407
87
$208K 0.2%
+1,974
88
$206K 0.2%
+4,915
89
$205K 0.19%
+3,200
90
$202K 0.19%
+5,018
91
$201K 0.19%
+2,034
92
$191K 0.18%
+1,492
93
$188K 0.18%
+4,643
94
$187K 0.18%
+5,075
95
$184K 0.17%
+1,652
96
$183K 0.17%
+4,976
97
$181K 0.17%
+1,224
98
$180K 0.17%
+13,506
99
$180K 0.17%
+2,836
100
$178K 0.17%
+5,653
2 3
4
5 6