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
1151
$451 ﹤0.01%
51
1152
$435 ﹤0.01%
30
1153
$409 ﹤0.01%
11
1154
$386 ﹤0.01%
6
1155
$385 ﹤0.01%
13
1156
$213 ﹤0.01%
10
1157
$203 ﹤0.01%
7
1158
$129 ﹤0.01%
1
-35
1159
$129 ﹤0.01%
1
1160
$116 ﹤0.01%
6
1161
$93 ﹤0.01%
1
1162
$87 ﹤0.01%
6
-466
1163
$59 ﹤0.01%
6
1164
$13 ﹤0.01%
2
1165
$3 ﹤0.01%
+1
1166
– –
-1,124
1167
– –
-494
1168
– –
-752
1169
– –
-1,418
1170
– –
-449
1171
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-623
1172
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-688
1173
– –
-1,000
1174
– –
-1,042
1175
– –
-599
45 46
47
48 49