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
1001
$436 ﹤0.01%
6
1002
$431 ﹤0.01%
16
1003
$430 ﹤0.01%
9
1004
$428 ﹤0.01%
7
1005
$418 ﹤0.01%
14
1006
$415 ﹤0.01%
22
1007
$415 ﹤0.01%
30
1008
$414 ﹤0.01%
60
1009
$412 ﹤0.01%
3
1010
$409 ﹤0.01%
9
1011
$403 ﹤0.01%
7
-12
1012
$396 ﹤0.01%
+8
1013
$394 ﹤0.01%
37
1014
$390 ﹤0.01%
4
1015
$387 ﹤0.01%
78
1016
$370 ﹤0.01%
19
1017
$369 ﹤0.01%
4
-12
1018
$345 ﹤0.01%
7
1019
$340 ﹤0.01%
11
1020
$336 ﹤0.01%
3
1021
$334 ﹤0.01%
13
1022
$312 ﹤0.01%
6
1023
$305 ﹤0.01%
12
1024
$298 ﹤0.01%
12
1025
$287 ﹤0.01%
8
39 40
41
42 43