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
551
$22.9K 0.01%
1,276
+173
552
$22.9K 0.01%
903
553
$22.9K 0.01%
1,645
554
$22.8K 0.01%
1,600
555
$22.8K 0.01%
623
+254
556
$22.7K 0.01%
521
557
$22.7K 0.01%
1,071
558
$22.6K 0.01%
454
559
$22.5K 0.01%
1,421
560
$22.5K 0.01%
1,361
561
$22.3K 0.01%
371
562
$22.3K 0.01%
2,601
563
$22.3K 0.01%
822
564
$22.2K 0.01%
553
-27
565
$22.2K 0.01%
564
566
$22.2K 0.01%
475
567
$22.2K 0.01%
667
568
$22.2K 0.01%
1,019
569
$22.1K 0.01%
1,278
570
$22.1K 0.01%
+1,480
571
$22.1K 0.01%
684
572
$21.9K 0.01%
415
573
$21.7K 0.01%
180
574
$21.7K 0.01%
2,237
575
$21.6K 0.01%
365