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
101
$185K 0.17%
1,442
-125
102
$181K 0.17%
837
103
$178K 0.16%
4,150
104
$178K 0.16%
4,712
105
$175K 0.16%
2,598
106
$172K 0.16%
5,653
107
$171K 0.16%
7,101
108
$171K 0.16%
1,158
109
$170K 0.16%
2,839
110
$168K 0.15%
3,175
-25
111
$167K 0.15%
2,072
+135
112
$166K 0.15%
4,672
113
$165K 0.15%
1,859
+16
114
$165K 0.15%
3,215
115
$164K 0.15%
1,612
116
$163K 0.15%
2,252
117
$163K 0.15%
2,968
118
$162K 0.15%
1,233
119
$159K 0.15%
1,979
-2
120
$158K 0.14%
1,960
121
$157K 0.14%
3,351
122
$156K 0.14%
1,979
+30
123
$153K 0.14%
10,030
-1,970
124
$151K 0.14%
6,398
125
$151K 0.14%
3,811
+379
3 4
5
6 7