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
851
$4.07K ﹤0.01%
93
852
$4.05K ﹤0.01%
+105
853
$4.04K ﹤0.01%
70
854
$4K ﹤0.01%
143
+130
855
$3.98K ﹤0.01%
80
+40
856
$3.91K ﹤0.01%
243
857
$3.9K ﹤0.01%
29
+20
858
$3.88K ﹤0.01%
50
859
$3.76K ﹤0.01%
67
860
$3.74K ﹤0.01%
94
-60
861
$3.73K ﹤0.01%
240
862
$3.73K ﹤0.01%
63
863
$3.69K ﹤0.01%
303
864
$3.68K ﹤0.01%
80
865
$3.65K ﹤0.01%
23
866
$3.51K ﹤0.01%
216
867
$3.49K ﹤0.01%
35
-35
868
$3.47K ﹤0.01%
54
-18
869
$3.46K ﹤0.01%
58
870
$3.41K ﹤0.01%
+100
871
$3.4K ﹤0.01%
68
872
$3.36K ﹤0.01%
74
873
$3.33K ﹤0.01%
58
874
$3.32K ﹤0.01%
62
875
$3.29K ﹤0.01%
146
33 34
35
36 37