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
+$184K
2
+$178K
3
+$149K
4
MAR icon
Marriott International
MAR
+$90.1K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$85.2K

Top Sells

1
+$227K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$76.1K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$75K

Sector Composition

1 Financials 18.74%
2 Technology 7.9%
3 Healthcare 7.52%
4 Consumer Staples 5.52%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$30.1K 0.03%
382
352
$30K 0.03%
4,235
353
$30K 0.03%
590
354
$29.9K 0.03%
1,033
355
$29.8K 0.03%
647
356
$29.7K 0.03%
821
357
$29.7K 0.03%
1,039
358
$29.6K 0.03%
1,470
359
$29.6K 0.03%
1,408
360
$29.6K 0.03%
1,071
+294
361
$29.6K 0.03%
1,001
362
$29.5K 0.03%
483
+164
363
$29.3K 0.03%
236
364
$29.2K 0.03%
79
365
$29.2K 0.03%
916
366
$29.1K 0.03%
1,870
+7
367
$29.1K 0.03%
1,264
368
$28.5K 0.03%
4,662
369
$28.4K 0.03%
254
370
$28.3K 0.03%
325
+15
371
$28.2K 0.03%
+476
372
$28.1K 0.03%
294
+236
373
$28K 0.03%
852
374
$28K 0.03%
465
375
$27.9K 0.03%
230
-3
13 14
15
16 17