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
351
$42.9K 0.02%
1,674
352
$42.6K 0.02%
1,264
353
$42.6K 0.02%
412
354
$42.5K 0.02%
852
355
$42.3K 0.02%
1,959
+794
356
$42.3K 0.02%
997
357
$42.2K 0.02%
704
358
$42K 0.02%
814
359
$42K 0.02%
1,277
360
$42K 0.02%
2,148
361
$41.8K 0.02%
548
362
$41.6K 0.02%
1,689
363
$41.6K 0.02%
1,033
364
$41.2K 0.02%
1,166
365
$40.9K 0.02%
611
366
$40.7K 0.02%
1,267
367
$40.7K 0.02%
683
+155
368
$40.7K 0.02%
754
369
$40.6K 0.02%
906
370
$40.2K 0.02%
578
371
$40K 0.02%
590
372
$39.9K 0.02%
479
-103
373
$39.9K 0.02%
568
374
$39.9K 0.02%
720
375
$39.8K 0.02%
271
13 14
15
16 17