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
101
$208K 0.17%
3,878
102
$207K 0.17%
3,315
103
$202K 0.17%
13,599
104
$198K 0.17%
4,213
+307
105
$197K 0.17%
837
106
$196K 0.16%
14,182
107
$195K 0.16%
3,268
-75
108
$192K 0.16%
2,598
109
$190K 0.16%
1,685
+73
110
$189K 0.16%
3,666
111
$188K 0.16%
2,968
112
$185K 0.16%
1,158
113
$180K 0.15%
1,085
114
$179K 0.15%
2,252
115
$176K 0.15%
1,062
+4
116
$174K 0.15%
1,967
+3
117
$174K 0.15%
876
+4
118
$173K 0.14%
6,396
119
$172K 0.14%
1,859
120
$172K 0.14%
2,839
121
$172K 0.14%
2,107
122
$168K 0.14%
1,400
123
$168K 0.14%
5,340
124
$168K 0.14%
10,030
125
$167K 0.14%
5,653
3 4
5
6 7