SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
Energy Select Sector SPDR Fund
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
76
$436K 0.22%
5,129
-601
77
$427K 0.22%
4,852
78
$426K 0.22%
1,292
79
$420K 0.22%
19,715
80
$419K 0.21%
3,078
-78
81
$416K 0.21%
14,240
-880
82
$410K 0.21%
35,328
+8,328
83
$408K 0.21%
2,357
84
$400K 0.2%
3,491
+935
85
$398K 0.2%
7,977
-2,791
86
$397K 0.2%
2,854
87
$390K 0.2%
8,771
88
$385K 0.2%
4,378
-26
89
$378K 0.19%
1,252
+8
90
$375K 0.19%
2,926
91
$374K 0.19%
4,242
92
$370K 0.19%
6,988
93
$368K 0.19%
6,847
-695
94
$365K 0.19%
5,308
95
$363K 0.19%
3,855
96
$356K 0.18%
2,191
-4
97
$356K 0.18%
1,102
+4
98
$345K 0.18%
2,426
99
$344K 0.18%
2,685
+48
100
$343K 0.18%
4,617
-2,740
2 3
4
5 6