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
426
$33.3K 0.02%
417
427
$33.2K 0.02%
2,234
428
$33.2K 0.02%
456
429
$33K 0.02%
914
430
$32.7K 0.02%
328
431
$32.5K 0.02%
590
432
$32.3K 0.02%
948
433
$32.2K 0.02%
+773
434
$32.2K 0.02%
800
-4
435
$32.1K 0.02%
635
436
$32.1K 0.02%
1,353
437
$31.9K 0.02%
+3,794
438
$31.5K 0.02%
340
439
$31.3K 0.02%
994
440
$31.3K 0.02%
1,397
441
$31.2K 0.02%
305
442
$31.1K 0.02%
1,441
+41
443
$30.9K 0.02%
206
444
$30.8K 0.02%
641
445
$30.7K 0.02%
933
446
$30.6K 0.02%
685
447
$30.5K 0.02%
764
448
$30.4K 0.02%
492
449
$30.4K 0.02%
120
450
$30.4K 0.02%
669
-43
16 17
18
19 20