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
426
$23.3K 0.02%
1,324
427
$23.2K 0.02%
388
428
$23K 0.02%
163
429
$23K 0.02%
651
430
$22.9K 0.02%
921
431
$22.8K 0.02%
652
432
$22.8K 0.02%
428
433
$22.7K 0.02%
479
434
$22.7K 0.02%
+1,544
435
$22.5K 0.02%
275
-378
436
$22.3K 0.02%
549
437
$22.1K 0.02%
2,177
438
$21.9K 0.02%
598
+349
439
$21.8K 0.02%
1,616
440
$21.8K 0.02%
1,654
441
$21.6K 0.02%
1,128
442
$21.5K 0.02%
386
443
$21.5K 0.02%
35
444
$21.4K 0.02%
294
445
$21.3K 0.02%
328
446
$21.2K 0.02%
306
447
$21.1K 0.02%
332
448
$21.1K 0.02%
287
449
$21K 0.02%
+261
450
$21K 0.02%
382
+242
16 17
18
19 20