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
301
$37.6K 0.03%
944
302
$37.5K 0.03%
1,098
303
$36.5K 0.03%
1,318
304
$36.5K 0.03%
873
305
$36.5K 0.03%
1,809
+491
306
$36.2K 0.03%
671
307
$36.2K 0.03%
1,102
308
$35.9K 0.03%
576
309
$35.9K 0.03%
1,689
310
$35.6K 0.03%
1,247
311
$35.5K 0.03%
1,204
312
$35.4K 0.03%
878
313
$34.7K 0.03%
611
314
$34.7K 0.03%
263
315
$34.3K 0.03%
185
+72
316
$34.2K 0.03%
687
317
$34.1K 0.03%
1,674
318
$34.1K 0.03%
1,870
319
$34K 0.03%
836
320
$33.7K 0.03%
681
321
$33.7K 0.03%
505
322
$33.6K 0.03%
424
323
$33.6K 0.03%
506
324
$33.4K 0.03%
799
325
$33.3K 0.03%
346
11 12
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