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
626
$18.8K 0.01%
+742
627
$18.7K 0.01%
353
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628
$18.7K 0.01%
1,000
629
$18.7K 0.01%
+263
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$18.6K 0.01%
691
631
$18.6K 0.01%
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632
$18.6K 0.01%
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633
$18.6K 0.01%
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634
$18.5K 0.01%
319
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635
$18.4K 0.01%
309
636
$18.3K 0.01%
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637
$18.3K 0.01%
88
638
$18.3K 0.01%
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639
$18.3K 0.01%
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640
$18.3K 0.01%
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641
$18.3K 0.01%
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$18.3K 0.01%
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$18.2K 0.01%
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$18K 0.01%
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$18K 0.01%
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$17.9K 0.01%
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$17.9K 0.01%
421
648
$17.9K 0.01%
543
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649
$17.9K 0.01%
489
650
$17.8K 0.01%
684