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
801
$5.46K 0.01%
893
802
$5.46K 0.01%
484
803
$5.41K ﹤0.01%
132
804
$5.37K ﹤0.01%
79
805
$5.3K ﹤0.01%
218
806
$5.29K ﹤0.01%
449
807
$5.26K ﹤0.01%
356
808
$5.21K ﹤0.01%
144
809
$5.17K ﹤0.01%
133
810
$5.16K ﹤0.01%
+82
811
$5.15K ﹤0.01%
120
812
$5.13K ﹤0.01%
276
813
$5.11K ﹤0.01%
108
814
$4.98K ﹤0.01%
244
815
$4.97K ﹤0.01%
152
816
$4.93K ﹤0.01%
169
817
$4.92K ﹤0.01%
49
818
$4.92K ﹤0.01%
352
819
$4.91K ﹤0.01%
73
820
$4.84K ﹤0.01%
172
+80
821
$4.81K ﹤0.01%
573
822
$4.8K ﹤0.01%
190
823
$4.8K ﹤0.01%
17
824
$4.77K ﹤0.01%
241
825
$4.72K ﹤0.01%
66
31 32
33
34 35