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
926
$1.57K ﹤0.01%
17
927
$1.55K ﹤0.01%
34
928
$1.52K ﹤0.01%
19
929
$1.49K ﹤0.01%
29
+19
930
$1.48K ﹤0.01%
24
931
$1.45K ﹤0.01%
22
932
$1.43K ﹤0.01%
105
-765
933
$1.42K ﹤0.01%
36
-605
934
$1.41K ﹤0.01%
+42
935
$1.38K ﹤0.01%
140
936
$1.36K ﹤0.01%
26
937
$1.36K ﹤0.01%
61
938
$1.34K ﹤0.01%
120
-813
939
$1.33K ﹤0.01%
43
940
$1.3K ﹤0.01%
12
+7
941
$1.29K ﹤0.01%
20
942
$1.27K ﹤0.01%
71
943
$1.23K ﹤0.01%
20
944
$1.19K ﹤0.01%
63
+1
945
$1.18K ﹤0.01%
15
+7
946
$1.12K ﹤0.01%
21
947
$1.1K ﹤0.01%
24
948
$1.08K ﹤0.01%
15
949
$1.07K ﹤0.01%
8
950
$1.03K ﹤0.01%
10
36 37
38
39 40