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
176
$155K 0.08%
3,695
+1,787
177
$153K 0.08%
2,208
+1,978
178
$150K 0.08%
907
+10
179
$146K 0.07%
5,903
180
$144K 0.07%
3,744
181
$144K 0.07%
1,046
182
$143K 0.07%
1,078
183
$141K 0.07%
6,853
184
$138K 0.07%
2,580
185
$138K 0.07%
6,423
186
$137K 0.07%
1,416
187
$136K 0.07%
1,056
+10
188
$136K 0.07%
4,446
189
$135K 0.07%
3,390
190
$133K 0.07%
4,964
-14
191
$127K 0.07%
2,471
-5
192
$125K 0.06%
590
+2
193
$125K 0.06%
665
+35
194
$124K 0.06%
3,823
+49
195
$124K 0.06%
338
+6
196
$123K 0.06%
1,447
197
$121K 0.06%
1,121
198
$119K 0.06%
3,955
199
$116K 0.06%
7,479
200
$116K 0.06%
1,111
6 7
8
9 10