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
801
$10.7K 0.01%
49
802
$10.7K 0.01%
515
803
$10.7K 0.01%
366
804
$10.7K 0.01%
111
+10
805
$10.6K 0.01%
180
806
$10.6K 0.01%
211
807
$10.6K 0.01%
202
808
$10.5K 0.01%
123
809
$10.5K 0.01%
42
810
$10.5K 0.01%
231
811
$10.5K 0.01%
373
812
$10.4K 0.01%
608
813
$10.4K 0.01%
175
+25
814
$10.3K 0.01%
79
815
$10.3K 0.01%
67
816
$10.2K 0.01%
564
817
$10.2K 0.01%
142
818
$10.2K 0.01%
209
819
$10.1K 0.01%
272
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820
$10K 0.01%
218
+63
821
$9.95K 0.01%
250
822
$9.85K 0.01%
3,395
823
$9.84K 0.01%
105
824
$9.79K 0.01%
1,436
825
$9.79K 0.01%
68
31 32
33
34 35