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
526
$24.4K 0.01%
+1,645
527
$24.3K 0.01%
1,061
528
$24.1K 0.01%
3,270
529
$24K 0.01%
922
530
$24K 0.01%
348
531
$23.9K 0.01%
328
532
$23.8K 0.01%
309
533
$23.7K 0.01%
760
-223
534
$23.7K 0.01%
504
535
$23.6K 0.01%
666
536
$23.5K 0.01%
178
537
$23.5K 0.01%
2,211
538
$23.4K 0.01%
578
539
$23.3K 0.01%
477
+32
540
$23.2K 0.01%
149
541
$23.2K 0.01%
539
542
$23K 0.01%
67
543
$23K 0.01%
730
544
$23K 0.01%
563
545
$23K 0.01%
445
546
$23K 0.01%
1,493
547
$23K 0.01%
810
548
$22.9K 0.01%
347
549
$22.9K 0.01%
454
550
$22.9K 0.01%
138
+54
20 21
22
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