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
951
$4.89K ﹤0.01%
60
952
$4.86K ﹤0.01%
109
953
$4.82K ﹤0.01%
55
954
$4.81K ﹤0.01%
192
+34
955
$4.74K ﹤0.01%
51
956
$4.72K ﹤0.01%
43
957
$4.7K ﹤0.01%
1,298
958
$4.53K ﹤0.01%
80
959
$4.52K ﹤0.01%
87
960
$4.5K ﹤0.01%
21
961
$4.44K ﹤0.01%
174
962
$4.43K ﹤0.01%
30
963
$4.41K ﹤0.01%
152
964
$4.29K ﹤0.01%
114
-53
965
$4.28K ﹤0.01%
96
966
$4.23K ﹤0.01%
100
967
$4.22K ﹤0.01%
57
968
$4.22K ﹤0.01%
38
969
$4.2K ﹤0.01%
117
970
$4.19K ﹤0.01%
226
-1,542
971
$4.11K ﹤0.01%
33
972
$4.09K ﹤0.01%
299
973
$4.09K ﹤0.01%
148
+38
974
$3.98K ﹤0.01%
303
-52
975
$3.93K ﹤0.01%
37
37 38
39
40 41