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
251
$51.2K 0.05%
3,593
252
$51.1K 0.05%
506
253
$50.8K 0.05%
680
+312
254
$49.8K 0.05%
1,036
255
$49.2K 0.04%
1,252
+35
256
$48.5K 0.04%
1,088
-39
257
$48.4K 0.04%
758
-15
258
$48.3K 0.04%
3,437
-95
259
$47.9K 0.04%
876
260
$47.5K 0.04%
894
261
$47.2K 0.04%
955
262
$46.9K 0.04%
860
263
$46.8K 0.04%
485
+382
264
$46.4K 0.04%
299
265
$46.3K 0.04%
379
266
$46.1K 0.04%
2,880
267
$46K 0.04%
1,198
268
$45.9K 0.04%
882
+40
269
$45.8K 0.04%
1,609
270
$45.6K 0.04%
545
+166
271
$45.2K 0.04%
862
+19
272
$45.1K 0.04%
954
273
$45.1K 0.04%
758
274
$45.1K 0.04%
1,161
275
$44.5K 0.04%
255
9 10
11
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