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
+$202K
2
+$176K
3
+$147K
4
MAR icon
Marriott International
MAR
+$94.3K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.4K

Top Sells

1
+$224K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$74.7K

Sector Composition

1 Financials 18.74%
2 Technology 7.69%
3 Healthcare 7.51%
4 Consumer Staples 5.52%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7.45K 0.01%
94
727
$7.44K 0.01%
76
728
$7.43K 0.01%
247
729
$7.4K 0.01%
262
730
$7.38K 0.01%
486
731
$7.38K 0.01%
552
732
$7.37K 0.01%
658
733
$7.37K 0.01%
53
734
$7.36K 0.01%
378
735
$7.35K 0.01%
+105
736
$7.34K 0.01%
539
737
$7.33K 0.01%
840
738
$7.32K 0.01%
1,069
739
$7.26K 0.01%
308
740
$7.25K 0.01%
349
741
$7.25K 0.01%
390
742
$7.25K 0.01%
564
743
$7.24K 0.01%
89
744
$7.21K 0.01%
115
745
$7.19K 0.01%
374
746
$7.14K 0.01%
222
747
$7.13K 0.01%
72
748
$7.09K 0.01%
+90
749
$7.08K 0.01%
248
750
$7.06K 0.01%
870
28 29
30
31 32