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
151
$129K 0.12%
445
152
$126K 0.12%
1,400
153
$126K 0.12%
1,594
-73
154
$125K 0.11%
2,353
155
$125K 0.11%
1,442
+14
156
$124K 0.11%
1,059
157
$124K 0.11%
1,804
-7
158
$124K 0.11%
3,919
+40
159
$123K 0.11%
2,188
160
$120K 0.11%
1,139
161
$120K 0.11%
2,279
162
$120K 0.11%
2,447
163
$119K 0.11%
3,047
164
$119K 0.11%
941
+39
165
$117K 0.11%
2,140
-16
166
$117K 0.11%
4,446
-6
167
$115K 0.11%
2,351
168
$110K 0.1%
1,052
169
$109K 0.1%
2,660
170
$108K 0.1%
2,733
+635
171
$108K 0.1%
3,024
172
$107K 0.1%
2,073
173
$107K 0.1%
2,988
174
$107K 0.1%
1,445
+100
175
$106K 0.1%
10,755
5 6
7
8 9