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
1026
$458 ﹤0.01%
4
1027
$446 ﹤0.01%
13
-130
1028
$438 ﹤0.01%
9
1029
$430 ﹤0.01%
33
1030
$430 ﹤0.01%
3
1031
$421 ﹤0.01%
7
1032
$420 ﹤0.01%
25
1033
$399 ﹤0.01%
7
1034
$399 ﹤0.01%
8
-3
1035
$386 ﹤0.01%
19
1036
$386 ﹤0.01%
31
-6
1037
$382 ﹤0.01%
13
1038
$381 ﹤0.01%
10
-204
1039
$365 ﹤0.01%
16
1040
$361 ﹤0.01%
3
1041
$358 ﹤0.01%
3
-57
1042
$351 ﹤0.01%
6
1043
$345 ﹤0.01%
11
1044
$341 ﹤0.01%
18
1045
$338 ﹤0.01%
60
1046
$335 ﹤0.01%
9
-244
1047
$333 ﹤0.01%
14
1048
$328 ﹤0.01%
8
1049
$311 ﹤0.01%
13
1050
$303 ﹤0.01%
12
40 41
42
43 44