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
276
$44.4K 0.04%
730
277
$44.1K 0.04%
897
-50
278
$44K 0.04%
1,272
279
$43.5K 0.04%
1,368
+590
280
$43.2K 0.04%
120
+29
281
$42.1K 0.04%
277
282
$41.8K 0.04%
1,322
283
$41.6K 0.04%
792
284
$41.1K 0.04%
1,481
285
$41K 0.04%
513
286
$40.8K 0.04%
1,031
287
$40.5K 0.04%
779
288
$40.4K 0.04%
1,363
289
$40.3K 0.04%
617
290
$39.3K 0.04%
959
291
$39.3K 0.04%
222
292
$39.3K 0.04%
454
293
$39.1K 0.04%
145
294
$38.4K 0.04%
1,220
295
$38.4K 0.04%
1,020
296
$38.3K 0.04%
825
-20
297
$38.2K 0.03%
360
+120
298
$38.1K 0.03%
1,649
-219
299
$37.9K 0.03%
2,868
+1,182
300
$37.8K 0.03%
301
10 11
12
13 14