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
+$202K
2
+$176K
3
+$147K
4
MAR icon
Marriott International
MAR
+$94.3K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.4K

Top Sells

1
+$224K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$74.7K

Sector Composition

1 Financials 18.74%
2 Technology 7.69%
3 Healthcare 7.51%
4 Consumer Staples 5.52%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17.2K 0.02%
415
-1,389
502
$16.9K 0.02%
326
503
$16.8K 0.02%
94
504
$16.8K 0.02%
711
505
$16.7K 0.02%
784
506
$16.7K 0.02%
557
507
$16.7K 0.02%
11
508
$16.6K 0.02%
227
509
$16.6K 0.02%
414
-23
510
$16.6K 0.02%
456
511
$16.6K 0.02%
992
512
$16.5K 0.02%
283
513
$16.5K 0.02%
651
514
$16.4K 0.02%
306
515
$16.3K 0.01%
124
516
$16.3K 0.01%
372
517
$16.3K 0.01%
448
+256
518
$16K 0.01%
558
519
$15.9K 0.01%
1,436
520
$15.8K 0.01%
+729
521
$15.8K 0.01%
389
522
$15.7K 0.01%
237
523
$15.7K 0.01%
559
-474
524
$15.7K 0.01%
706
525
$15.6K 0.01%
+464
19 20
21
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