SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
Energy Select Sector SPDR Fund
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
26
$1.43M 0.73%
11,449
27
$1.41M 0.73%
6,479
+13
28
$1.3M 0.67%
23,497
29
$1.24M 0.64%
11,761
30
$1.22M 0.63%
23,030
31
$1.21M 0.62%
21,634
+1,445
32
$1.17M 0.6%
9,117
+1,868
33
$1.09M 0.56%
3,402
+2
34
$1.09M 0.56%
5,329
+142
35
$1.06M 0.54%
8,861
36
$1.06M 0.54%
15,820
+80
37
$1.03M 0.53%
89,603
38
$1.02M 0.52%
5,447
39
$1M 0.51%
16,365
+4
40
$991K 0.51%
16,557
-58
41
$917K 0.47%
15,140
42
$911K 0.47%
5,177
-116
43
$877K 0.45%
3,872
44
$862K 0.44%
12,352
-208
45
$861K 0.44%
51,196
-174
46
$853K 0.44%
15,905
-20
47
$834K 0.43%
14,800
+10,340
48
$822K 0.42%
15,215
49
$764K 0.39%
20,555
-352
50
$741K 0.38%
11,548
+161
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2
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