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
1001
$507 ﹤0.01%
16
1002
$487 ﹤0.01%
11
1003
$483 ﹤0.01%
67
1004
$483 ﹤0.01%
14
1005
$464 ﹤0.01%
17
1006
$458 ﹤0.01%
21
1007
$454 ﹤0.01%
9
1008
$452 ﹤0.01%
26
1009
$443 ﹤0.01%
9
1010
$437 ﹤0.01%
20
1011
$436 ﹤0.01%
11
1012
$436 ﹤0.01%
6
1013
$431 ﹤0.01%
16
1014
$430 ﹤0.01%
9
1015
$428 ﹤0.01%
7
1016
$418 ﹤0.01%
14
1017
$415 ﹤0.01%
22
1018
$415 ﹤0.01%
30
1019
$414 ﹤0.01%
60
1020
$412 ﹤0.01%
3
1021
$409 ﹤0.01%
9
1022
$403 ﹤0.01%
7
-12
1023
$396 ﹤0.01%
+8
1024
$394 ﹤0.01%
37
1025
$390 ﹤0.01%
4
39 40
41
42 43