SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
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
+$202K
2
+$176K
3
+$147K
4
MAR icon
Marriott International
MAR
+$94.3K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.4K

Top Sells

1
+$224K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$74.7K

Sector Composition

1 Financials 18.74%
2 Technology 7.69%
3 Healthcare 7.51%
4 Consumer Staples 5.52%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$59.5K 0.05%
2,055
227
$58.1K 0.05%
4,815
+59
228
$57.4K 0.05%
1,033
229
$57.2K 0.05%
876
230
$56.9K 0.05%
669
231
$56.8K 0.05%
1,299
232
$56.4K 0.05%
548
233
$55.8K 0.05%
1,199
234
$55.8K 0.05%
936
235
$55.5K 0.05%
737
+140
236
$55.3K 0.05%
267
+3
237
$55K 0.05%
925
238
$54.8K 0.05%
1,415
239
$54.7K 0.05%
837
-161
240
$54.1K 0.05%
941
241
$53.8K 0.05%
1,005
242
$53.1K 0.05%
1,795
243
$52.8K 0.05%
478
244
$52.8K 0.05%
1,532
-402
245
$52K 0.05%
1,025
-919
246
$52K 0.05%
816
247
$51.4K 0.05%
+1,188
248
$51.3K 0.05%
1,854
-8,208
249
$51.3K 0.05%
1,221
250
$51.2K 0.05%
322
+40
8 9
10
11 12