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
876
$3.21K ﹤0.01%
41
-135
877
$3.2K ﹤0.01%
120
878
$3.18K ﹤0.01%
29
879
$3.13K ﹤0.01%
21
880
$3.11K ﹤0.01%
112
881
$3.09K ﹤0.01%
104
-1,608
882
$3.07K ﹤0.01%
+116
883
$3.02K ﹤0.01%
110
884
$2.93K ﹤0.01%
54
885
$2.88K ﹤0.01%
83
-9
886
$2.83K ﹤0.01%
27
887
$2.82K ﹤0.01%
75
-20
888
$2.7K ﹤0.01%
87
889
$2.69K ﹤0.01%
73
890
$2.65K ﹤0.01%
51
891
$2.62K ﹤0.01%
126
892
$2.62K ﹤0.01%
120
893
$2.62K ﹤0.01%
93
894
$2.59K ﹤0.01%
63
895
$2.53K ﹤0.01%
81
896
$2.49K ﹤0.01%
23
897
$2.47K ﹤0.01%
65
898
$2.44K ﹤0.01%
64
-205
899
$2.44K ﹤0.01%
36
900
$2.43K ﹤0.01%
224
34 35
36
37 38