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
$195M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$649K
3
+$582K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$567K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$289K

Top Sells

1
+$235K
2
+$222K
3
+$204K
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$194K
5
MO icon
Altria Group
MO
+$139K

Sector Composition

1 Financials 13.95%
2 Technology 13%
3 Healthcare 11.52%
4 Industrials 7.64%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$72.7K 0.04%
353
252
$70.3K 0.04%
1,679
253
$70.3K 0.04%
2,690
254
$70.2K 0.04%
759
-42
255
$69.8K 0.04%
831
256
$67.7K 0.03%
1,419
257
$67.3K 0.03%
2,397
258
$66.4K 0.03%
177
259
$66.1K 0.03%
731
260
$65.8K 0.03%
653
261
$65.5K 0.03%
1,160
262
$65.4K 0.03%
1,446
263
$64.7K 0.03%
470
264
$64.4K 0.03%
414
-258
265
$64.3K 0.03%
4,284
266
$63.8K 0.03%
1,187
267
$63.7K 0.03%
894
268
$62.5K 0.03%
804
269
$61.6K 0.03%
2,085
-17
270
$61.2K 0.03%
648
271
$60.8K 0.03%
1,056
272
$60.7K 0.03%
757
273
$60.7K 0.03%
899
274
$60.6K 0.03%
2,182
275
$60.5K 0.03%
1,324
9 10
11
12 13