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
901
$6.68K ﹤0.01%
87
902
$6.66K ﹤0.01%
84
903
$6.6K ﹤0.01%
241
904
$6.53K ﹤0.01%
111
905
$6.38K ﹤0.01%
440
-6
906
$6.38K ﹤0.01%
183
907
$6.38K ﹤0.01%
246
908
$6.34K ﹤0.01%
312
909
$6.34K ﹤0.01%
378
910
$6.33K ﹤0.01%
389
911
$6.23K ﹤0.01%
77
912
$6.22K ﹤0.01%
144
-11
913
$6.18K ﹤0.01%
212
914
$6.17K ﹤0.01%
276
915
$6.11K ﹤0.01%
301
916
$6.11K ﹤0.01%
366
917
$6K ﹤0.01%
88
918
$5.97K ﹤0.01%
40
919
$5.94K ﹤0.01%
790
920
$5.9K ﹤0.01%
100
921
$5.83K ﹤0.01%
35
922
$5.82K ﹤0.01%
1,255
923
$5.78K ﹤0.01%
24
924
$5.73K ﹤0.01%
53
925
$5.67K ﹤0.01%
75
35 36
37
38 39