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
176
$106K 0.1%
72
177
$105K 0.1%
3,473
178
$103K 0.09%
8,477
-79
179
$103K 0.09%
1,418
180
$101K 0.09%
3,625
181
$99.2K 0.09%
3,903
182
$98.7K 0.09%
1,397
183
$97.4K 0.09%
2,986
184
$96.8K 0.09%
5,610
+3,670
185
$96.5K 0.09%
633
+10
186
$93.9K 0.09%
1,470
187
$92.6K 0.08%
1,447
188
$91K 0.08%
1,328
189
$90.9K 0.08%
1,350
+1,338
190
$90.7K 0.08%
4,254
+66
191
$90K 0.08%
810
+63
192
$89.5K 0.08%
1,949
193
$89.4K 0.08%
1,047
194
$87.4K 0.08%
3,679
-11
195
$86.5K 0.08%
2,169
+523
196
$85.5K 0.08%
1,338
197
$84.1K 0.08%
1,166
198
$83.9K 0.08%
3,324
199
$82K 0.07%
1,286
200
$82K 0.07%
960
6 7
8
9 10