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
901
$2.39K ﹤0.01%
+270
902
$2.31K ﹤0.01%
33
903
$2.25K ﹤0.01%
28
904
$2.21K ﹤0.01%
47
905
$2.2K ﹤0.01%
90
906
$2.19K ﹤0.01%
38
+8
907
$2.15K ﹤0.01%
40
908
$2.09K ﹤0.01%
18
909
$2.02K ﹤0.01%
97
910
$1.97K ﹤0.01%
50
-74
911
$1.93K ﹤0.01%
52
+13
912
$1.9K ﹤0.01%
32
913
$1.9K ﹤0.01%
88
914
$1.86K ﹤0.01%
68
915
$1.85K ﹤0.01%
56
916
$1.77K ﹤0.01%
122
917
$1.75K ﹤0.01%
22
918
$1.71K ﹤0.01%
71
919
$1.7K ﹤0.01%
55
920
$1.69K ﹤0.01%
106
921
$1.63K ﹤0.01%
24
922
$1.63K ﹤0.01%
13
923
$1.61K ﹤0.01%
33
924
$1.6K ﹤0.01%
9
+4
925
$1.58K ﹤0.01%
44
35 36
37
38 39