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
$110M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,074
New
Increased
Reduced
Closed

Top Buys

1
+$184K
2
+$178K
3
+$149K
4
MAR icon
Marriott International
MAR
+$90.1K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$85.2K

Top Sells

1
+$227K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$76.1K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$75K

Sector Composition

1 Financials 18.74%
2 Technology 7.9%
3 Healthcare 7.52%
4 Consumer Staples 5.52%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$8.55K 0.01%
+127
702
$8.51K 0.01%
385
703
$8.44K 0.01%
195
704
$8.43K 0.01%
330
705
$8.32K 0.01%
287
706
$8.27K 0.01%
586
707
$8.27K 0.01%
88
+80
708
$8.26K 0.01%
37
709
$8.24K 0.01%
369
710
$8.21K 0.01%
+652
711
$8.16K 0.01%
80
712
$8.11K 0.01%
234
713
$8.06K 0.01%
+346
714
$8.04K 0.01%
377
715
$7.99K 0.01%
1,085
716
$7.94K 0.01%
190
717
$7.91K 0.01%
231
718
$7.9K 0.01%
599
-1
719
$7.87K 0.01%
223
+17
720
$7.84K 0.01%
+120
721
$7.79K 0.01%
378
-101
722
$7.78K 0.01%
67
723
$7.75K 0.01%
+394
724
$7.73K 0.01%
111
725
$7.71K 0.01%
180
27 28
29
30 31