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
201
$82.6K 0.07%
10,920
202
$82.4K 0.07%
1,102
203
$82.4K 0.07%
1,635
204
$81.2K 0.07%
1,888
205
$79.3K 0.07%
1,333
+15
206
$77.8K 0.07%
1,464
207
$77.3K 0.06%
1,835
+1,508
208
$74.9K 0.06%
27,520
+680
209
$73.3K 0.06%
1,646
210
$73.1K 0.06%
3,416
211
$72.1K 0.06%
4,809
212
$71.9K 0.06%
817
-7
213
$71.7K 0.06%
2,258
+612
214
$71.4K 0.06%
1,033
215
$70K 0.06%
1,363
+25
216
$70K 0.06%
500
217
$69K 0.06%
3,324
218
$66.7K 0.06%
504
219
$65.3K 0.05%
1,609
220
$65.1K 0.05%
3,468
+2,058
221
$64.6K 0.05%
869
-128
222
$64.5K 0.05%
699
223
$64.4K 0.05%
940
-14
224
$63.6K 0.05%
1,207
225
$63.4K 0.05%
936
7 8
9
10 11