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
+$202K
2
+$176K
3
+$147K
4
MAR icon
Marriott International
MAR
+$94.3K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$83.4K

Top Sells

1
+$224K
2
+$110K
3
+$92.4K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$77.9K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$74.7K

Sector Composition

1 Financials 18.74%
2 Technology 7.69%
3 Healthcare 7.51%
4 Consumer Staples 5.52%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$5.15K ﹤0.01%
120
802
$5.13K ﹤0.01%
276
803
$5.11K ﹤0.01%
108
804
$4.98K ﹤0.01%
244
805
$4.97K ﹤0.01%
152
806
$4.93K ﹤0.01%
169
807
$4.92K ﹤0.01%
49
808
$4.92K ﹤0.01%
352
809
$4.91K ﹤0.01%
73
810
$4.84K ﹤0.01%
172
+80
811
$4.81K ﹤0.01%
573
812
$4.8K ﹤0.01%
190
813
$4.8K ﹤0.01%
17
814
$4.77K ﹤0.01%
241
815
$4.72K ﹤0.01%
66
816
$4.7K ﹤0.01%
100
+21
817
$4.69K ﹤0.01%
150
818
$4.69K ﹤0.01%
124
819
$4.68K ﹤0.01%
419
820
$4.68K ﹤0.01%
93
821
$4.64K ﹤0.01%
72
822
$4.6K ﹤0.01%
261
823
$4.57K ﹤0.01%
49
824
$4.55K ﹤0.01%
128
825
$4.55K ﹤0.01%
210
31 32
33
34 35