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
976
$734 ﹤0.01%
6
977
$732 ﹤0.01%
9
978
$731 ﹤0.01%
9
979
$730 ﹤0.01%
4
980
$724 ﹤0.01%
15
981
$717 ﹤0.01%
25
982
$707 ﹤0.01%
16
983
$702 ﹤0.01%
16
+4
984
$689 ﹤0.01%
41
985
$683 ﹤0.01%
21
986
$675 ﹤0.01%
30
987
$652 ﹤0.01%
23
988
$652 ﹤0.01%
10
989
$634 ﹤0.01%
28
990
$624 ﹤0.01%
9
991
$613 ﹤0.01%
9
992
$600 ﹤0.01%
16
993
$598 ﹤0.01%
7
994
$598 ﹤0.01%
19
995
$593 ﹤0.01%
27
996
$564 ﹤0.01%
8
997
$551 ﹤0.01%
8
998
$549 ﹤0.01%
7
999
$542 ﹤0.01%
11
1000
$535 ﹤0.01%
14
38 39
40
41 42