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
126
$166K 0.14%
1,977
-2
127
$166K 0.14%
6,900
-99
128
$164K 0.14%
2,091
129
$163K 0.14%
4,173
130
$162K 0.14%
5,160
-5,167
131
$160K 0.13%
3,919
132
$158K 0.13%
3,179
-36
133
$157K 0.13%
1,826
134
$156K 0.13%
10,755
135
$154K 0.13%
1,976
-3
136
$153K 0.13%
1,937
-135
137
$153K 0.13%
3,109
+19
138
$152K 0.13%
1,842
-16
139
$151K 0.13%
1,164
140
$151K 0.13%
2,182
141
$151K 0.13%
8,477
142
$150K 0.13%
2,188
143
$148K 0.12%
2,140
144
$148K 0.12%
902
145
$147K 0.12%
4,336
-3
146
$146K 0.12%
1,111
147
$143K 0.12%
602
148
$140K 0.12%
2,353
149
$139K 0.12%
1,046
150
$138K 0.12%
2,170
+87
4 5
6
7 8