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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$731K
3
+$303K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$153K

Top Sells

1
+$162K
2
+$132K
3
+$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$650 ﹤0.01%
27
1002
$650 ﹤0.01%
26
1003
$649 ﹤0.01%
9
1004
$639 ﹤0.01%
22
1005
$628 ﹤0.01%
8
1006
$615 ﹤0.01%
26
1007
$606 ﹤0.01%
8
1008
$606 ﹤0.01%
4
1009
$597 ﹤0.01%
17
1010
$596 ﹤0.01%
22
-14
1011
$591 ﹤0.01%
41
1012
$580 ﹤0.01%
71
-888
1013
$578 ﹤0.01%
16
1014
$571 ﹤0.01%
16
1015
$570 ﹤0.01%
14
1016
$565 ﹤0.01%
9
1017
$554 ﹤0.01%
10
1018
$533 ﹤0.01%
5
-7
1019
$506 ﹤0.01%
14
1020
$496 ﹤0.01%
21
1021
$487 ﹤0.01%
30
1022
$486 ﹤0.01%
9
1023
$465 ﹤0.01%
7
1024
$465 ﹤0.01%
6
1025
$459 ﹤0.01%
22
39 40
41
42 43