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
726
$14.3K 0.01%
99
+38
727
$14.2K 0.01%
1,425
+1,296
728
$14.2K 0.01%
532
729
$14.2K 0.01%
1,790
+646
730
$14.1K 0.01%
231
731
$14.1K 0.01%
290
-146
732
$14.1K 0.01%
77
-51
733
$14.1K 0.01%
100
734
$14K 0.01%
1,102
735
$13.9K 0.01%
755
736
$13.9K 0.01%
496
737
$13.8K 0.01%
424
738
$13.8K 0.01%
230
739
$13.8K 0.01%
182
740
$13.6K 0.01%
384
741
$13.6K 0.01%
380
742
$13.6K 0.01%
85
743
$13.5K 0.01%
372
744
$13.5K 0.01%
500
745
$13.4K 0.01%
69
746
$13.3K 0.01%
227
747
$13.2K 0.01%
415
748
$13.2K 0.01%
445
749
$13.2K 0.01%
56
750
$13K 0.01%
196
28 29
30
31 32