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
1126
$862 ﹤0.01%
25
1127
$827 ﹤0.01%
20
1128
$827 ﹤0.01%
18
-2
1129
$818 ﹤0.01%
6
1130
$812 ﹤0.01%
18
1131
$807 ﹤0.01%
9
1132
$799 ﹤0.01%
71
1133
$768 ﹤0.01%
26
1134
$767 ﹤0.01%
17
1135
$699 ﹤0.01%
8
1136
$677 ﹤0.01%
17
1137
$664 ﹤0.01%
18
1138
$663 ﹤0.01%
39
1139
$646 ﹤0.01%
12
1140
$631 ﹤0.01%
13
1141
$627 ﹤0.01%
20
1142
$626 ﹤0.01%
8
1143
$619 ﹤0.01%
53
1144
$617 ﹤0.01%
44
1145
$591 ﹤0.01%
8
1146
$566 ﹤0.01%
10
1147
$475 ﹤0.01%
35
-89
1148
$474 ﹤0.01%
12
1149
$463 ﹤0.01%
56
1150
$459 ﹤0.01%
5
44 45
46
47 48