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
101
$340K 0.17%
5,229
-57
102
$339K 0.17%
5,560
-7
103
$336K 0.17%
1,740
104
$334K 0.17%
3,566
-8
105
$332K 0.17%
1,252
106
$329K 0.17%
3,354
107
$306K 0.16%
5,192
108
$306K 0.16%
4,522
109
$302K 0.15%
4,166
110
$300K 0.15%
2,565
111
$296K 0.15%
1,834
112
$291K 0.15%
899
+9
113
$289K 0.15%
2,595
114
$283K 0.15%
1,232
115
$280K 0.14%
7,423
116
$278K 0.14%
5,340
117
$276K 0.14%
2,940
-3
118
$275K 0.14%
1,052
119
$273K 0.14%
1,996
+2
120
$271K 0.14%
2,941
121
$268K 0.14%
13,869
122
$265K 0.14%
5,271
123
$262K 0.13%
3,347
124
$261K 0.13%
2,344
125
$261K 0.13%
878
3 4
5
6 7