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
1
$12M 10.02%
750,360
+45,808
2
$10.1M 8.5%
1,081,956
+102,450
3
$4.1M 3.44%
171,200
+6,395
4
$3.4M 2.85%
68,252
+2,426
5
$3.37M 2.82%
662,988
+21,473
6
$2.95M 2.47%
22,484
-35
7
$2.92M 2.45%
185,412
+17,468
8
$2.03M 1.7%
43,288
+272
9
$1.94M 1.63%
54,072
+484
10
$1.94M 1.62%
16,414
-58
11
$1.86M 1.56%
17,316
+141
12
$1.6M 1.34%
30,442
-400
13
$1.33M 1.11%
19,216
14
$1.3M 1.09%
19,767
-14
15
$1.29M 1.08%
10,330
-80
16
$1.19M 1%
14,522
-90
17
$1.07M 0.9%
11,753
+516
18
$886K 0.74%
22,504
+7,703
19
$875K 0.73%
12,252
+70
20
$832K 0.7%
5,824
21
$829K 0.69%
9,433
+205
22
$814K 0.68%
19,186
-170
23
$790K 0.66%
5,380
+68
24
$766K 0.64%
15,715
-22
25
$763K 0.64%
6,757
1
2 3 4 5