SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
Energy Select Sector SPDR Fund
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
51
$725K 0.37%
11,506
-19
52
$677K 0.35%
31,852
+10,134
53
$649K 0.33%
+11,465
54
$640K 0.33%
3,540
55
$630K 0.32%
1,934
+671
56
$622K 0.32%
4,552
57
$621K 0.32%
2,114
-9
58
$610K 0.31%
2,531
59
$610K 0.31%
2,983
60
$608K 0.31%
4,116
61
$599K 0.31%
4,667
62
$536K 0.27%
3,703
63
$534K 0.27%
1,787
64
$529K 0.27%
10,928
65
$519K 0.27%
4,557
66
$514K 0.26%
17,428
+695
67
$506K 0.26%
1,299
68
$497K 0.25%
11,042
69
$492K 0.25%
1,802
70
$484K 0.25%
10,085
+74
71
$480K 0.25%
7,869
72
$471K 0.24%
3,239
73
$469K 0.24%
8,515
-45
74
$459K 0.24%
3,690
75
$442K 0.23%
13,436
1 2
3
4 5