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
451
$30.3K 0.02%
743
452
$30.1K 0.02%
183
+84
453
$30.1K 0.02%
1,410
+65
454
$30K 0.02%
1,226
455
$29.9K 0.02%
1,153
+135
456
$29.7K 0.02%
1,264
457
$29.6K 0.02%
893
458
$29.4K 0.02%
3,058
459
$29.4K 0.02%
359
460
$29.3K 0.02%
4,783
461
$29.2K 0.02%
809
462
$29.1K 0.01%
1,234
463
$29.1K 0.01%
303
+51
464
$29K 0.01%
582
465
$28.9K 0.01%
860
466
$28.9K 0.01%
409
467
$28.9K 0.01%
1,818
468
$28.7K 0.01%
341
469
$28.6K 0.01%
200
470
$28.5K 0.01%
877
471
$28.5K 0.01%
473
472
$28.4K 0.01%
502
+124
473
$28.4K 0.01%
952
474
$28.3K 0.01%
675
475
$28.3K 0.01%
649
-23
17 18
19
20 21