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
876
$7.6K ﹤0.01%
1,959
+194
877
$7.48K ﹤0.01%
163
+34
878
$7.47K ﹤0.01%
629
879
$7.46K ﹤0.01%
104
880
$7.45K ﹤0.01%
219
881
$7.43K ﹤0.01%
630
882
$7.38K ﹤0.01%
409
883
$7.26K ﹤0.01%
63
884
$7.22K ﹤0.01%
62
885
$7.09K ﹤0.01%
36
886
$7.09K ﹤0.01%
902
887
$7.05K ﹤0.01%
147
888
$7.03K ﹤0.01%
51
889
$6.99K ﹤0.01%
121
-76
890
$6.99K ﹤0.01%
63
891
$6.93K ﹤0.01%
82
-9
892
$6.9K ﹤0.01%
385
893
$6.89K ﹤0.01%
71
894
$6.86K ﹤0.01%
239
895
$6.82K ﹤0.01%
102
896
$6.8K ﹤0.01%
1,085
-2,452
897
$6.79K ﹤0.01%
370
898
$6.79K ﹤0.01%
37
899
$6.72K ﹤0.01%
138
-155
900
$6.69K ﹤0.01%
391
34 35
36
37 38