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
826
$4.7K ﹤0.01%
100
+21
827
$4.69K ﹤0.01%
150
828
$4.69K ﹤0.01%
124
829
$4.68K ﹤0.01%
419
830
$4.68K ﹤0.01%
93
831
$4.64K ﹤0.01%
72
832
$4.6K ﹤0.01%
261
833
$4.57K ﹤0.01%
49
834
$4.55K ﹤0.01%
128
835
$4.55K ﹤0.01%
210
836
$4.51K ﹤0.01%
600
837
$4.49K ﹤0.01%
122
-468
838
$4.49K ﹤0.01%
183
839
$4.48K ﹤0.01%
146
840
$4.47K ﹤0.01%
344
841
$4.45K ﹤0.01%
281
-1,818
842
$4.44K ﹤0.01%
440
843
$4.42K ﹤0.01%
102
844
$4.41K ﹤0.01%
223
845
$4.39K ﹤0.01%
66
846
$4.37K ﹤0.01%
174
+10
847
$4.33K ﹤0.01%
347
848
$4.33K ﹤0.01%
299
849
$4.29K ﹤0.01%
34
-27
850
$4.28K ﹤0.01%
87
32 33
34
35 36