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
651
$17.6K 0.01%
905
652
$17.6K 0.01%
281
653
$17.5K 0.01%
739
+35
654
$17.5K 0.01%
+500
655
$17.5K 0.01%
283
+18
656
$17.4K 0.01%
191
657
$17.4K 0.01%
425
+144
658
$17.4K 0.01%
476
659
$17.4K 0.01%
1,081
660
$17.3K 0.01%
418
661
$17.2K 0.01%
453
662
$17.2K 0.01%
177
663
$17.2K 0.01%
412
664
$17.2K 0.01%
328
665
$17.1K 0.01%
308
666
$17K 0.01%
402
667
$17K 0.01%
789
668
$16.9K 0.01%
242
669
$16.9K 0.01%
208
670
$16.8K 0.01%
302
+35
671
$16.8K 0.01%
1,179
672
$16.7K 0.01%
14
673
$16.6K 0.01%
203
674
$16.5K 0.01%
92
675
$16.5K 0.01%
219