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
76
$236K 0.22%
3,685
77
$233K 0.21%
4,313
-689
78
$229K 0.21%
5,214
79
$227K 0.21%
2,407
80
$220K 0.2%
2,014
-285
81
$220K 0.2%
1,922
82
$219K 0.2%
5,043
+25
83
$218K 0.2%
2,836
84
$216K 0.2%
7,064
85
$215K 0.2%
1,224
86
$214K 0.2%
3,086
-985
87
$214K 0.2%
4,976
88
$213K 0.19%
1,893
-167
89
$208K 0.19%
1,292
-157
90
$207K 0.19%
4,900
91
$207K 0.19%
1,530
92
$203K 0.19%
1,670
+8
93
$202K 0.18%
5,075
94
$202K 0.18%
21,300
95
$197K 0.18%
3,315
+70
96
$195K 0.18%
6,476
97
$195K 0.18%
1,101
+22
98
$194K 0.18%
14,182
-1,332
99
$194K 0.18%
2,176
-2
100
$191K 0.17%
2,337
2 3
4
5 6