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
851
$8.79K ﹤0.01%
527
+183
852
$8.76K ﹤0.01%
470
853
$8.7K ﹤0.01%
411
854
$8.67K ﹤0.01%
349
855
$8.63K ﹤0.01%
443
856
$8.57K ﹤0.01%
97
+49
857
$8.56K ﹤0.01%
72
858
$8.51K ﹤0.01%
521
+155
859
$8.49K ﹤0.01%
186
860
$8.39K ﹤0.01%
491
861
$8.34K ﹤0.01%
129
862
$8.3K ﹤0.01%
66
863
$8.28K ﹤0.01%
138
864
$8.2K ﹤0.01%
297
865
$8.19K ﹤0.01%
572
866
$8.13K ﹤0.01%
154
+46
867
$8.03K ﹤0.01%
85
868
$7.9K ﹤0.01%
41
-8
869
$7.84K ﹤0.01%
134
870
$7.83K ﹤0.01%
33
871
$7.82K ﹤0.01%
392
-6
872
$7.79K ﹤0.01%
53
873
$7.76K ﹤0.01%
46
874
$7.71K ﹤0.01%
180
875
$7.71K ﹤0.01%
185
+52
33 34
35
36 37