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
1026
$387 ﹤0.01%
78
1027
$370 ﹤0.01%
19
1028
$369 ﹤0.01%
4
-12
1029
$345 ﹤0.01%
7
1030
$340 ﹤0.01%
11
1031
$336 ﹤0.01%
3
1032
$334 ﹤0.01%
13
1033
$312 ﹤0.01%
6
1034
$305 ﹤0.01%
12
1035
$298 ﹤0.01%
12
1036
$287 ﹤0.01%
8
1037
– –
0
1038
$253 ﹤0.01%
18
1039
$235 ﹤0.01%
5
1040
$227 ﹤0.01%
13
1041
$155 ﹤0.01%
1
1042
$91 ﹤0.01%
336
1043
$62 ﹤0.01%
6
1044
$16 ﹤0.01%
2
-167
1045
– –
-221
1046
– –
-302
1047
– –
-12
1048
– –
-50
1049
– –
-887
1050
– –
-191
39 40 41
42
43