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
151
$138K 0.12%
4,699
152
$137K 0.11%
591
153
$136K 0.11%
3,047
154
$135K 0.11%
3,625
155
$132K 0.11%
+3,146
156
$131K 0.11%
1,139
157
$131K 0.11%
6,408
+146
158
$129K 0.11%
1,062
-5
159
$129K 0.11%
870
+3
160
$128K 0.11%
72
161
$127K 0.11%
3,024
162
$127K 0.11%
2,279
163
$126K 0.11%
1,341
164
$126K 0.11%
4,446
165
$126K 0.11%
2,447
166
$125K 0.1%
1,052
167
$124K 0.1%
5,660
+20
168
$123K 0.1%
3,903
169
$122K 0.1%
2,660
170
$121K 0.1%
2,338
171
$120K 0.1%
808
172
$120K 0.1%
1,053
-6
173
$117K 0.1%
6,285
174
$116K 0.1%
302
175
$114K 0.1%
1,047
5 6
7
8 9