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
726
$7.71K 0.01%
248
727
$7.7K 0.01%
+443
728
$7.67K 0.01%
366
729
$7.63K 0.01%
312
730
$7.63K 0.01%
+150
731
$7.59K 0.01%
+112
732
$7.58K 0.01%
211
733
$7.5K 0.01%
+140
734
$7.49K 0.01%
774
735
$7.47K 0.01%
101
736
$7.45K 0.01%
94
737
$7.44K 0.01%
76
738
$7.43K 0.01%
247
739
$7.4K 0.01%
262
740
$7.38K 0.01%
486
741
$7.38K 0.01%
552
742
$7.37K 0.01%
658
743
$7.37K 0.01%
53
744
$7.36K 0.01%
378
745
$7.35K 0.01%
+105
746
$7.34K 0.01%
539
747
$7.33K 0.01%
840
748
$7.32K 0.01%
1,069
749
$7.26K 0.01%
308
750
$7.25K 0.01%
349
28 29
30
31 32