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
176
$103K 0.09%
1,418
177
$101K 0.09%
3,625
178
$99.2K 0.09%
3,903
179
$98.7K 0.09%
1,397
180
$97.4K 0.09%
2,986
181
$96.8K 0.09%
5,610
+3,670
182
$96.5K 0.09%
633
+10
183
$93.9K 0.09%
1,470
184
$92.6K 0.08%
1,447
185
$91K 0.08%
1,328
186
$90.9K 0.08%
1,350
+1,338
187
$90.7K 0.08%
4,254
+66
188
$90K 0.08%
810
+63
189
$89.5K 0.08%
1,949
190
$89.4K 0.08%
1,047
191
$87.4K 0.08%
3,679
-11
192
$86.5K 0.08%
2,169
+523
193
$85.5K 0.08%
1,338
194
$84.1K 0.08%
1,166
195
$83.9K 0.08%
3,324
196
$82K 0.07%
1,286
197
$82K 0.07%
960
198
$76.6K 0.07%
2,084
199
$76.4K 0.07%
586
200
$75.2K 0.07%
1,478
6 7
8
9 10