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
676
$16.4K 0.01%
+606
677
$16.4K 0.01%
426
678
$16.2K 0.01%
+1,029
679
$16.1K 0.01%
1,140
680
$16.1K 0.01%
978
681
$16.1K 0.01%
376
+5
682
$16.1K 0.01%
1,728
-324
683
$16K 0.01%
+4,919
684
$16K 0.01%
149
685
$16K 0.01%
1,328
686
$16K 0.01%
179
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687
$15.9K 0.01%
739
688
$15.9K 0.01%
251
689
$15.9K 0.01%
975
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690
$15.9K 0.01%
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691
$15.8K 0.01%
159
692
$15.8K 0.01%
+1,972
693
$15.8K 0.01%
226
694
$15.8K 0.01%
859
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695
$15.8K 0.01%
448
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696
$15.8K 0.01%
414
697
$15.7K 0.01%
3,236
+151
698
$15.7K 0.01%
722
699
$15.6K 0.01%
1,788
+440
700
$15.6K 0.01%
325