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
976
$652 ﹤0.01%
23
977
$652 ﹤0.01%
10
978
$634 ﹤0.01%
28
979
$624 ﹤0.01%
9
980
$613 ﹤0.01%
9
981
$600 ﹤0.01%
16
982
$598 ﹤0.01%
7
983
$598 ﹤0.01%
19
984
$593 ﹤0.01%
27
985
$564 ﹤0.01%
8
986
$551 ﹤0.01%
8
987
$549 ﹤0.01%
7
988
$542 ﹤0.01%
11
989
$535 ﹤0.01%
14
990
$507 ﹤0.01%
16
991
$487 ﹤0.01%
11
992
$483 ﹤0.01%
67
993
$483 ﹤0.01%
14
994
$464 ﹤0.01%
17
995
$458 ﹤0.01%
21
996
$454 ﹤0.01%
9
997
$452 ﹤0.01%
26
998
$443 ﹤0.01%
9
999
$437 ﹤0.01%
20
1000
$436 ﹤0.01%
11
38 39
40
41 42