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
601
$20.1K 0.01%
+350
602
$20.1K 0.01%
136
603
$20K 0.01%
1,091
+802
604
$20K 0.01%
84
605
$19.7K 0.01%
94
606
$19.7K 0.01%
675
607
$19.7K 0.01%
437
608
$19.7K 0.01%
1,751
+199
609
$19.6K 0.01%
+683
610
$19.6K 0.01%
1,822
611
$19.4K 0.01%
256
612
$19.3K 0.01%
392
613
$19.2K 0.01%
400
614
$19.2K 0.01%
272
615
$19.2K 0.01%
195
-173
616
$19.1K 0.01%
767
617
$19.1K 0.01%
167
618
$19K 0.01%
725
+67
619
$18.9K 0.01%
1,068
620
$18.9K 0.01%
+843
621
$18.9K 0.01%
448
622
$18.8K 0.01%
3,844
623
$18.8K 0.01%
+1,671
624
$18.8K 0.01%
641
625
$18.8K 0.01%
1,063