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
151
$204K 0.1%
2,364
152
$196K 0.1%
3,841
153
$195K 0.1%
602
154
$193K 0.1%
3,534
155
$190K 0.1%
4,806
+30
156
$190K 0.1%
2,980
157
$189K 0.1%
11,011
158
$188K 0.1%
3,952
-55
159
$188K 0.1%
6,446
160
$180K 0.09%
614
161
$178K 0.09%
3,625
162
$177K 0.09%
6,345
163
$176K 0.09%
585
164
$175K 0.09%
2,321
-21
165
$175K 0.09%
6,271
166
$172K 0.09%
3,136
+97
167
$172K 0.09%
8,477
168
$170K 0.09%
1,472
169
$170K 0.09%
2,843
-900
170
$169K 0.09%
1,990
171
$168K 0.09%
1,478
+1
172
$167K 0.09%
4,672
173
$165K 0.08%
28,120
+800
174
$162K 0.08%
3,074
175
$157K 0.08%
1,494
5 6
7
8 9