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
701
$15.6K 0.01%
664
+189
702
$15.5K 0.01%
439
703
$15.5K 0.01%
+612
704
$15.4K 0.01%
+400
705
$15.3K 0.01%
126
706
$15.3K 0.01%
+567
707
$15.1K 0.01%
180
-34
708
$15K 0.01%
344
+69
709
$15K 0.01%
1,024
710
$15K 0.01%
+545
711
$14.9K 0.01%
280
712
$14.9K 0.01%
2,329
+852
713
$14.8K 0.01%
189
+48
714
$14.8K 0.01%
391
715
$14.8K 0.01%
111
716
$14.7K 0.01%
342
717
$14.6K 0.01%
237
718
$14.6K 0.01%
614
-2
719
$14.5K 0.01%
707
-105
720
$14.5K 0.01%
434
+190
721
$14.5K 0.01%
640
+251
722
$14.4K 0.01%
367
723
$14.4K 0.01%
170
724
$14.4K 0.01%
311
725
$14.4K 0.01%
550
27 28
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