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
776
$6.39K 0.01%
219
777
$6.3K 0.01%
81
778
$6.29K 0.01%
552
779
$6.26K 0.01%
613
780
$6.15K 0.01%
576
781
$6.08K 0.01%
102
782
$6.07K 0.01%
112
+95
783
$6.05K 0.01%
917
784
$6K 0.01%
320
785
$5.97K 0.01%
149
786
$5.95K 0.01%
190
787
$5.95K 0.01%
142
+16
788
$5.94K 0.01%
246
789
$5.9K 0.01%
177
790
$5.77K 0.01%
288
791
$5.75K 0.01%
76
-110
792
$5.73K 0.01%
152
793
$5.69K 0.01%
418
794
$5.61K 0.01%
280
795
$5.6K 0.01%
108
796
$5.53K 0.01%
60
797
$5.51K 0.01%
475
798
$5.51K 0.01%
52
799
$5.49K 0.01%
790
800
$5.49K 0.01%
148
30 31
32
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