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
401
$36.7K 0.02%
426
402
$36.4K 0.02%
706
+81
403
$36.4K 0.02%
+753
404
$36.1K 0.02%
707
405
$36.1K 0.02%
1,189
406
$36K 0.02%
1,711
407
$36K 0.02%
555
408
$35.9K 0.02%
270
409
$35.9K 0.02%
882
410
$35.7K 0.02%
634
411
$35.7K 0.02%
1,760
412
$35.5K 0.02%
317
+24
413
$35.2K 0.02%
1,250
414
$34.9K 0.02%
349
415
$34.6K 0.02%
405
416
$34.5K 0.02%
2,190
417
$34.5K 0.02%
1,646
418
$34.5K 0.02%
678
419
$34.3K 0.02%
230
420
$34.3K 0.02%
161
421
$34.2K 0.02%
692
422
$34.2K 0.02%
1,048
+257
423
$34K 0.02%
549
424
$33.8K 0.02%
406
+64
425
$33.6K 0.02%
173