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
201
$76.6K 0.07%
2,084
202
$76.4K 0.07%
586
203
$75.2K 0.07%
1,478
204
$75.1K 0.07%
1,189
205
$74.2K 0.07%
3,416
206
$73.6K 0.07%
1,302
207
$72.4K 0.07%
565
208
$72.3K 0.07%
1,102
209
$70.3K 0.06%
713
+342
210
$70K 0.06%
1,464
211
$69.6K 0.06%
+1,635
212
$68.7K 0.06%
1,523
213
$68.4K 0.06%
2,807
+11
214
$68.4K 0.06%
707
+150
215
$68.1K 0.06%
699
216
$63.5K 0.06%
1,330
-6
217
$63.3K 0.06%
542
218
$63.2K 0.06%
1,646
219
$63.2K 0.06%
1,359
-158
220
$62.5K 0.06%
1,056
221
$61.7K 0.06%
1,786
222
$61.5K 0.06%
794
223
$60.9K 0.06%
1,187
224
$60.8K 0.06%
8,760
225
$60.5K 0.06%
2,280
+270
7 8
9
10 11