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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,016
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$7.56M
3
+$3.43M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$3.33M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.81%
2 Technology 7.5%
3 Healthcare 7.48%
4 Consumer Staples 5.64%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 12.45%
+683,162
2
$7.56M 7.17%
+929,046
3
$3.43M 3.25%
+66,454
4
$3.33M 3.16%
+160,453
5
$2.5M 2.37%
+21,873
6
$2.48M 2.35%
+542,090
7
$2.06M 1.95%
+17,299
8
$1.95M 1.85%
+149,700
9
$1.81M 1.72%
+34,382
10
$1.7M 1.61%
+41,616
11
$1.65M 1.57%
+17,331
12
$1.54M 1.46%
+56,572
13
$1.22M 1.16%
+14,612
14
$1.14M 1.08%
+10,496
15
$1.1M 1.04%
+19,835
16
$1.09M 1.03%
+42,255
17
$1.08M 1.03%
+19,200
18
$894K 0.85%
+5,868
19
$844K 0.8%
+18,192
20
$840K 0.8%
+10,289
21
$824K 0.78%
+15,533
22
$807K 0.77%
+12,887
23
$799K 0.76%
+6,973
24
$697K 0.66%
+5,225
25
$685K 0.65%
+6,985
1
2 3 4 5