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
126
$151K 0.14%
3,811
+379
127
$151K 0.14%
3,878
128
$151K 0.14%
1,111
129
$149K 0.14%
1,040
130
$148K 0.13%
862
131
$146K 0.13%
2,107
132
$145K 0.13%
2,182
133
$143K 0.13%
1,772
134
$139K 0.13%
1,826
135
$139K 0.13%
3,090
136
$139K 0.13%
4,339
137
$137K 0.13%
1,713
+13
138
$134K 0.12%
1,233
+30
139
$134K 0.12%
802
140
$134K 0.12%
600
+9
141
$133K 0.12%
2,809
+334
142
$132K 0.12%
3,095
143
$132K 0.12%
1,055
144
$132K 0.12%
5,340
145
$131K 0.12%
4,173
146
$131K 0.12%
602
147
$131K 0.12%
902
148
$130K 0.12%
1,825
149
$130K 0.12%
358
150
$129K 0.12%
1,056
+5
4 5
6
7 8