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
476
$28.3K 0.01%
545
477
$28.2K 0.01%
1,331
478
$28.2K 0.01%
526
+12
479
$28.2K 0.01%
311
480
$28.1K 0.01%
472
481
$27.9K 0.01%
813
482
$27.9K 0.01%
50
483
$27.9K 0.01%
459
484
$27.9K 0.01%
446
485
$27.8K 0.01%
572
486
$27.7K 0.01%
1,202
+216
487
$27.6K 0.01%
670
488
$27.6K 0.01%
131
489
$27.5K 0.01%
428
490
$27.5K 0.01%
1,502
491
$27.4K 0.01%
401
492
$27.4K 0.01%
328
493
$27.3K 0.01%
787
+610
494
$27.3K 0.01%
1,004
495
$26.9K 0.01%
1,286
496
$26.7K 0.01%
918
497
$26.5K 0.01%
1,066
498
$26.4K 0.01%
+542
499
$26.3K 0.01%
+1,192
500
$26.3K 0.01%
94
18 19
20
21 22