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
126
$148K 0.14%
+1,164
127
$147K 0.14%
+4,173
128
$147K 0.14%
+1,055
129
$146K 0.14%
+902
130
$146K 0.14%
+1,048
131
$144K 0.14%
+1,111
132
$142K 0.13%
+2,107
133
$142K 0.13%
+1,919
134
$141K 0.13%
+1,843
135
$141K 0.13%
+2,182
136
$141K 0.13%
+3,604
137
$140K 0.13%
+1,772
138
$140K 0.13%
+2,279
139
$139K 0.13%
+4,169
140
$138K 0.13%
+1,826
141
$137K 0.13%
+2,968
142
$137K 0.13%
+6,476
143
$136K 0.13%
+581
144
$135K 0.13%
+1,825
145
$134K 0.13%
+4,339
146
$134K 0.13%
+6,398
147
$133K 0.13%
+1,229
148
$131K 0.12%
+2,353
149
$130K 0.12%
+3,106
150
$129K 0.12%
+1,600