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
926
$5.66K ﹤0.01%
69
927
$5.65K ﹤0.01%
415
928
$5.6K ﹤0.01%
45
929
$5.6K ﹤0.01%
37
+10
930
$5.59K ﹤0.01%
16
931
$5.54K ﹤0.01%
54
932
$5.54K ﹤0.01%
26
933
$5.5K ﹤0.01%
57
934
$5.47K ﹤0.01%
27
935
$5.47K ﹤0.01%
287
936
$5.45K ﹤0.01%
26
937
$5.42K ﹤0.01%
51
938
$5.37K ﹤0.01%
23
939
$5.31K ﹤0.01%
37
940
$5.28K ﹤0.01%
54
-11
941
$5.27K ﹤0.01%
298
-398
942
$5.25K ﹤0.01%
98
943
$5.24K ﹤0.01%
200
944
$5.13K ﹤0.01%
182
945
$5.05K ﹤0.01%
296
946
$5.02K ﹤0.01%
53
947
$5.01K ﹤0.01%
31
+20
948
$4.99K ﹤0.01%
90
-4,000
949
$4.98K ﹤0.01%
352
950
$4.92K ﹤0.01%
52
36 37
38
39 40