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
176
$114K 0.1%
1,765
177
$113K 0.09%
1,470
178
$112K 0.09%
1,445
179
$108K 0.09%
2,988
180
$106K 0.09%
1,447
181
$106K 0.09%
633
182
$106K 0.09%
1,558
-185
183
$105K 0.09%
801
184
$102K 0.09%
3,236
185
$102K 0.09%
1,328
186
$98.5K 0.08%
1,784
-25
187
$98K 0.08%
445
188
$96.6K 0.08%
1,418
189
$96.4K 0.08%
805
190
$95.5K 0.08%
1,164
-16
191
$94.4K 0.08%
3,679
192
$93.8K 0.08%
1,286
193
$91.8K 0.08%
1,411
+14
194
$89K 0.07%
1,302
195
$88.9K 0.07%
3,473
196
$88.2K 0.07%
1,949
197
$85.7K 0.07%
957
-3
198
$85K 0.07%
580
199
$84.4K 0.07%
2,106
200
$83.7K 0.07%
1,056
6 7
8
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