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
101
$190K 0.17%
13,506
102
$185K 0.17%
1,442
-125
103
$181K 0.17%
837
104
$178K 0.16%
4,150
105
$178K 0.16%
4,712
106
$175K 0.16%
2,598
107
$172K 0.16%
5,653
108
$171K 0.16%
7,101
109
$171K 0.16%
1,158
110
$170K 0.16%
2,839
111
$168K 0.15%
3,175
-25
112
$167K 0.15%
2,072
+135
113
$166K 0.15%
4,672
114
$165K 0.15%
1,859
+16
115
$165K 0.15%
3,215
116
$164K 0.15%
1,612
117
$163K 0.15%
2,252
118
$163K 0.15%
2,968
119
$162K 0.15%
1,233
120
$159K 0.15%
1,979
-2
121
$158K 0.14%
1,960
122
$157K 0.14%
3,351
123
$156K 0.14%
1,979
+30
124
$153K 0.14%
10,030
-1,970
125
$151K 0.14%
6,398
3 4
5
6 7