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
276
$60.3K 0.03%
1,220
277
$60.3K 0.03%
791
278
$60K 0.03%
1,380
+7
279
$59.9K 0.03%
644
280
$59.9K 0.03%
3,273
281
$59.8K 0.03%
1,390
282
$57.4K 0.03%
1,247
283
$57.1K 0.03%
916
284
$56.9K 0.03%
552
285
$56.7K 0.03%
2,352
286
$55.8K 0.03%
737
287
$55.1K 0.03%
1,609
288
$54.3K 0.03%
181
289
$54.3K 0.03%
93
290
$54.2K 0.03%
669
291
$53.7K 0.03%
955
292
$53.5K 0.03%
617
293
$53.3K 0.03%
3,408
294
$53.2K 0.03%
352
-4
295
$53.1K 0.03%
263
296
$52.9K 0.03%
996
297
$52.7K 0.03%
666
298
$52.2K 0.03%
305
299
$51.9K 0.03%
557
300
$51.9K 0.03%
1,178
10 11
12
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