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
826
$4.51K ﹤0.01%
600
827
$4.49K ﹤0.01%
122
-468
828
$4.49K ﹤0.01%
183
829
$4.48K ﹤0.01%
146
830
$4.47K ﹤0.01%
344
831
$4.45K ﹤0.01%
281
-1,818
832
$4.44K ﹤0.01%
440
833
$4.42K ﹤0.01%
102
834
$4.41K ﹤0.01%
223
835
$4.39K ﹤0.01%
66
836
$4.37K ﹤0.01%
174
+10
837
$4.33K ﹤0.01%
347
838
$4.33K ﹤0.01%
299
839
$4.29K ﹤0.01%
34
-27
840
$4.28K ﹤0.01%
87
841
$4.24K ﹤0.01%
+12
842
$4.21K ﹤0.01%
48
843
$4.21K ﹤0.01%
44
844
$4.18K ﹤0.01%
59
845
$4.13K ﹤0.01%
238
846
$4.13K ﹤0.01%
219
847
$4.1K ﹤0.01%
336
848
$4.08K ﹤0.01%
229
849
$4.07K ﹤0.01%
46
850
$4.07K ﹤0.01%
79
32 33
34
35 36