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
751
$12.9K 0.01%
857
+111
752
$12.8K 0.01%
368
753
$12.7K 0.01%
222
754
$12.7K 0.01%
347
755
$12.6K 0.01%
61
756
$12.5K 0.01%
381
757
$12.5K 0.01%
912
758
$12.4K 0.01%
382
759
$12.3K 0.01%
501
760
$12.2K 0.01%
100
761
$12.1K 0.01%
719
762
$12.1K 0.01%
640
763
$12.1K 0.01%
179
764
$12.1K 0.01%
336
765
$12.1K 0.01%
155
+54
766
$12.1K 0.01%
124
767
$12K 0.01%
583
-42
768
$11.9K 0.01%
+561
769
$11.7K 0.01%
2,970
770
$11.7K 0.01%
390
771
$11.7K 0.01%
503
772
$11.7K 0.01%
93
+26
773
$11.7K 0.01%
2,256
774
$11.7K 0.01%
147
775
$11.7K 0.01%
135
29 30
31
32 33