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
351
$29.7K 0.03%
821
352
$29.7K 0.03%
1,039
353
$29.6K 0.03%
1,470
354
$29.6K 0.03%
1,408
355
$29.6K 0.03%
1,071
+294
356
$29.6K 0.03%
1,001
357
$29.5K 0.03%
483
+164
358
$29.3K 0.03%
236
359
$29.2K 0.03%
79
360
$29.2K 0.03%
916
361
$29.1K 0.03%
1,870
+7
362
$29.1K 0.03%
1,264
363
$28.5K 0.03%
4,662
364
$28.4K 0.03%
254
365
$28.3K 0.03%
325
+15
366
$28.2K 0.03%
+476
367
$28.1K 0.03%
294
+236
368
$28K 0.03%
852
369
$28K 0.03%
465
370
$27.9K 0.03%
230
-3
371
$27.9K 0.03%
635
372
$27.9K 0.03%
353
373
$27.7K 0.03%
285
374
$27.6K 0.03%
840
-80
375
$27.6K 0.03%
402
13 14
15
16 17