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
126
$253K 0.13%
452
127
$253K 0.13%
1,411
128
$252K 0.13%
2,166
-280
129
$247K 0.13%
1,549
130
$246K 0.13%
11,571
+1,361
131
$243K 0.12%
4,092
132
$237K 0.12%
2,107
133
$235K 0.12%
1,418
134
$235K 0.12%
2,170
-17
135
$234K 0.12%
10,030
136
$231K 0.12%
2,889
-2
137
$231K 0.12%
2,530
+3
138
$230K 0.12%
2,269
139
$227K 0.12%
10,562
140
$224K 0.11%
445
141
$216K 0.11%
5,910
142
$216K 0.11%
665
143
$216K 0.11%
1,641
-12
144
$215K 0.11%
2,516
145
$214K 0.11%
1,066
146
$211K 0.11%
3,910
147
$211K 0.11%
1,430
148
$207K 0.11%
2,188
149
$205K 0.11%
1,160
150
$205K 0.11%
1,353
4 5
6
7 8