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
301
$50.7K 0.03%
1,100
302
$50.4K 0.03%
603
303
$50.3K 0.03%
454
304
$50.2K 0.03%
1,523
+220
305
$49.8K 0.03%
1,832
306
$49.7K 0.03%
313
+21
307
$49.7K 0.03%
256
-17
308
$49.7K 0.03%
755
309
$49.4K 0.03%
280
310
$49.4K 0.03%
3,324
311
$49.3K 0.03%
1,534
312
$49.2K 0.03%
966
313
$49K 0.03%
1,755
+37
314
$48.4K 0.02%
702
315
$48K 0.02%
4,529
316
$47.9K 0.02%
836
317
$47.9K 0.02%
586
+4
318
$47.8K 0.02%
681
319
$47.7K 0.02%
2,139
320
$47.6K 0.02%
468
321
$47.5K 0.02%
258
322
$47K 0.02%
1,247
323
$47K 0.02%
1,440
-176
324
$46.9K 0.02%
3,460
325
$46.8K 0.02%
634
11 12
13
14 15