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
1026
$2.69K ﹤0.01%
52
1027
$2.66K ﹤0.01%
28
+3
1028
$2.48K ﹤0.01%
64
1029
$2.47K ﹤0.01%
12
1030
$2.47K ﹤0.01%
37
1031
$2.47K ﹤0.01%
16
+5
1032
$2.46K ﹤0.01%
62
1033
$2.46K ﹤0.01%
131
1034
$2.46K ﹤0.01%
128
1035
$2.45K ﹤0.01%
68
1036
$2.4K ﹤0.01%
56
1037
$2.4K ﹤0.01%
31
1038
$2.39K ﹤0.01%
61
1039
$2.39K ﹤0.01%
62
1040
$2.37K ﹤0.01%
16
1041
$2.33K ﹤0.01%
14
1042
$2.33K ﹤0.01%
31
1043
$2.32K ﹤0.01%
22
1044
$2.29K ﹤0.01%
48
+16
1045
$2.28K ﹤0.01%
56
1046
$2.26K ﹤0.01%
55
1047
$2.25K ﹤0.01%
24
1048
$2.23K ﹤0.01%
17
1049
$2.21K ﹤0.01%
100
1050
$2.18K ﹤0.01%
26
40 41
42
43 44