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
126
$151K 0.14%
3,878
127
$151K 0.14%
1,111
128
$149K 0.14%
1,040
129
$148K 0.13%
862
130
$146K 0.13%
2,107
131
$145K 0.13%
2,182
132
$143K 0.13%
1,772
133
$139K 0.13%
1,826
134
$139K 0.13%
3,090
135
$139K 0.13%
4,339
136
$137K 0.13%
1,713
+13
137
$134K 0.12%
1,233
+30
138
$134K 0.12%
802
139
$134K 0.12%
600
+9
140
$133K 0.12%
2,809
+334
141
$132K 0.12%
1,055
142
$132K 0.12%
5,340
143
$131K 0.12%
4,173
144
$131K 0.12%
602
145
$131K 0.12%
902
146
$130K 0.12%
1,825
147
$130K 0.12%
358
148
$129K 0.12%
1,056
+5
149
$129K 0.12%
445
150
$126K 0.12%
1,400
4 5
6
7 8