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
1
$11.9M 10.89%
702,552
+3,500
2
$8.14M 7.43%
945,912
+5,226
3
$3.79M 3.46%
164,411
+3,693
4
$3.43M 3.13%
65,326
-902
5
$3.12M 2.85%
623,505
+35,632
6
$2.6M 2.37%
21,569
-424
7
$2.38M 2.17%
165,472
+10,356
8
$2.03M 1.85%
16,465
-750
9
$1.89M 1.72%
43,324
+712
10
$1.85M 1.69%
18,016
+171
11
$1.66M 1.51%
31,324
-2,076
12
$1.56M 1.42%
55,068
-2,496
13
$1.29M 1.18%
14,799
+69
14
$1.23M 1.12%
10,410
+49
15
$1.19M 1.09%
19,216
-248
16
$1.14M 1.04%
19,781
+92
17
$963K 0.88%
11,237
+140
18
$827K 0.75%
5,824
+69
19
$817K 0.75%
19,301
+1,415
20
$770K 0.7%
12,182
+81
21
$762K 0.7%
14,323
-1,430
22
$684K 0.62%
5,312
23
$674K 0.61%
20,964
+158
24
$661K 0.6%
7,571
+300
25
$658K 0.6%
5,647
-644
1
2 3 4 5