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
151
$126K 0.12%
1,594
-73
152
$125K 0.11%
2,353
153
$125K 0.11%
1,442
+14
154
$124K 0.11%
1,059
155
$124K 0.11%
1,804
-7
156
$124K 0.11%
3,919
+40
157
$123K 0.11%
2,188
158
$120K 0.11%
1,139
159
$120K 0.11%
2,279
160
$120K 0.11%
4,894
161
$119K 0.11%
3,047
162
$119K 0.11%
941
+39
163
$117K 0.11%
2,140
-16
164
$117K 0.11%
4,446
-6
165
$115K 0.11%
2,351
166
$110K 0.1%
1,052
167
$109K 0.1%
2,660
168
$108K 0.1%
2,733
+635
169
$108K 0.1%
3,024
170
$107K 0.1%
2,988
171
$107K 0.1%
1,445
+100
172
$106K 0.1%
10,755
173
$106K 0.1%
72
174
$105K 0.1%
3,473
175
$103K 0.09%
8,477
-79
5 6
7
8 9