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
751
$7.25K 0.01%
390
752
$7.25K 0.01%
564
753
$7.24K 0.01%
89
754
$7.21K 0.01%
115
755
$7.19K 0.01%
374
756
$7.14K 0.01%
222
757
$7.13K 0.01%
72
758
$7.09K 0.01%
+90
759
$7.08K 0.01%
248
760
$7.06K 0.01%
870
761
$6.95K 0.01%
51
762
$6.95K 0.01%
132
763
$6.95K 0.01%
215
764
$6.92K 0.01%
9
765
$6.79K 0.01%
51
766
$6.78K 0.01%
84
+7
767
$6.71K 0.01%
228
768
$6.69K 0.01%
380
769
$6.62K 0.01%
157
770
$6.62K 0.01%
135
771
$6.6K 0.01%
86
772
$6.6K 0.01%
179
773
$6.59K 0.01%
55
774
$6.57K 0.01%
58
775
$6.47K 0.01%
265
29 30
31
32 33