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
101
$176K 0.17%
+21,300
102
$175K 0.17%
+3,245
103
$174K 0.17%
+12,000
104
$174K 0.16%
+3,878
105
$172K 0.16%
+1,567
106
$172K 0.16%
+837
107
$171K 0.16%
+2,839
108
$170K 0.16%
+1,076
109
$170K 0.16%
+1,960
110
$169K 0.16%
+2,337
111
$168K 0.16%
+4,150
112
$168K 0.16%
+1,937
113
$163K 0.15%
+7,131
114
$162K 0.15%
+2,252
115
$161K 0.15%
+2,060
116
$161K 0.15%
+1,158
117
$161K 0.15%
+3,112
118
$160K 0.15%
+2,225
119
$158K 0.15%
+2,598
120
$158K 0.15%
+2,325
121
$152K 0.14%
+1,612
122
$151K 0.14%
+862
123
$149K 0.14%
+5,340
124
$149K 0.14%
+4,672
125
$149K 0.14%
+1,811
3 4
5
6 7