SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
Energy Select Sector SPDR Fund
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
1201
-474
1202
-55
1203
-3,285
1204
-3
1205
-655
1206
0
1207
-414
1208
-1,682
1209
-50
1210
-681
1211
-20
1212
-393
1213
-21
1214
-380
1215
-405
1216
0
1217
-41
1218
-4,345
1219
-2,410