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
326
$46.4K 0.02%
461
327
$46.4K 0.02%
696
328
$46.4K 0.02%
1,091
329
$46.3K 0.02%
2,234
330
$46.1K 0.02%
713
331
$45.9K 0.02%
1,992
332
$45.5K 0.02%
947
+92
333
$45K 0.02%
1,768
334
$44.7K 0.02%
488
335
$44.5K 0.02%
1,660
+334
336
$44.5K 0.02%
959
337
$44.4K 0.02%
1,485
+51
338
$44K 0.02%
1,322
339
$44K 0.02%
388
+4
340
$43.6K 0.02%
1,426
341
$43.5K 0.02%
371
342
$43.5K 0.02%
1,408
343
$43.5K 0.02%
1,615
-150
344
$43.2K 0.02%
517
345
$43.2K 0.02%
1,476
+27
346
$43.2K 0.02%
386
347
$43.1K 0.02%
967
348
$43K 0.02%
372
349
$43K 0.02%
401
350
$43K 0.02%
164
12 13
14
15 16