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
376
$39.8K 0.02%
509
377
$39.5K 0.02%
1,284
378
$39.3K 0.02%
3,124
379
$39K 0.02%
19
380
$38.9K 0.02%
927
381
$38.7K 0.02%
1,877
382
$38.7K 0.02%
2,811
383
$38.6K 0.02%
259
-15
384
$38.5K 0.02%
1,270
385
$38.3K 0.02%
377
386
$38.3K 0.02%
489
387
$38.2K 0.02%
360
388
$38.1K 0.02%
656
389
$37.9K 0.02%
1,871
390
$37.6K 0.02%
468
+59
391
$37.5K 0.02%
578
392
$37.5K 0.02%
509
+44
393
$37.5K 0.02%
163
+1
394
$37.4K 0.02%
899
395
$37K 0.02%
834
396
$37K 0.02%
921
397
$36.9K 0.02%
109
398
$36.9K 0.02%
1,497
+627
399
$36.8K 0.02%
2,013
400
$36.8K 0.02%
3,318
14 15
16
17 18