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
951
$984 ﹤0.01%
26
952
$956 ﹤0.01%
128
953
$947 ﹤0.01%
18
954
$945 ﹤0.01%
34
955
$895 ﹤0.01%
6
956
$848 ﹤0.01%
11
957
$842 ﹤0.01%
23
958
$840 ﹤0.01%
45
959
$795 ﹤0.01%
11
960
$764 ﹤0.01%
20
961
$762 ﹤0.01%
35
962
$753 ﹤0.01%
6
963
$748 ﹤0.01%
11
964
$738 ﹤0.01%
21
965
$734 ﹤0.01%
6
966
$732 ﹤0.01%
9
967
$731 ﹤0.01%
9
968
$730 ﹤0.01%
4
969
$724 ﹤0.01%
15
970
$717 ﹤0.01%
25
971
$707 ﹤0.01%
16
972
$702 ﹤0.01%
16
+4
973
$689 ﹤0.01%
41
974
$683 ﹤0.01%
21
975
$675 ﹤0.01%
30
37 38
39
40 41