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
776
$11.7K 0.01%
106
777
$11.6K 0.01%
492
778
$11.5K 0.01%
202
779
$11.4K 0.01%
7,532
780
$11.4K 0.01%
299
781
$11.4K 0.01%
979
782
$11.4K 0.01%
287
783
$11.3K 0.01%
500
784
$11.3K 0.01%
416
785
$11.3K 0.01%
124
786
$11.3K 0.01%
748
787
$11.2K 0.01%
378
788
$11.2K 0.01%
451
789
$11.2K 0.01%
59
790
$11.2K 0.01%
288
791
$11.1K 0.01%
409
792
$11.1K 0.01%
184
793
$11K 0.01%
297
+107
794
$11K 0.01%
+4,176
795
$11K 0.01%
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796
$11K 0.01%
298
797
$10.9K 0.01%
+667
798
$10.8K 0.01%
166
799
$10.8K 0.01%
41
800
$10.8K 0.01%
160
30 31
32
33 34