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
501
$26K 0.01%
+690
502
$26K 0.01%
754
+297
503
$25.9K 0.01%
2,730
504
$25.8K 0.01%
157
505
$25.8K 0.01%
323
506
$25.8K 0.01%
710
507
$25.7K 0.01%
1,548
+95
508
$25.7K 0.01%
937
509
$25.5K 0.01%
976
+158
510
$25.3K 0.01%
231
511
$25.2K 0.01%
+3,073
512
$25.2K 0.01%
671
513
$25.2K 0.01%
2,508
514
$25.2K 0.01%
2,944
515
$25.1K 0.01%
271
516
$24.9K 0.01%
143
517
$24.9K 0.01%
436
518
$24.9K 0.01%
353
519
$24.8K 0.01%
1,042
520
$24.8K 0.01%
1,036
521
$24.7K 0.01%
669
-6,361
522
$24.7K 0.01%
198
-74
523
$24.6K 0.01%
124
524
$24.6K 0.01%
852
525
$24.5K 0.01%
372