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
1001
$245 ﹤0.01%
+4
1002
$237 ﹤0.01%
+18
1003
$236 ﹤0.01%
+7
1004
$213 ﹤0.01%
+78
1005
$210 ﹤0.01%
+6
1006
$172 ﹤0.01%
+6
1007
$171 ﹤0.01%
+5
1008
$162 ﹤0.01%
+4
1009
$140 ﹤0.01%
+1
1010
$68 ﹤0.01%
+1
1011
$61 ﹤0.01%
+6
1012
$38 ﹤0.01%
+336
1013
$26 ﹤0.01%
+1
1014
– –
0
1015
– –
0
1016
– –
0
37 38 39 40
41