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
201
$75.1K 0.07%
1,189
202
$74.2K 0.07%
3,416
203
$73.6K 0.07%
1,302
204
$72.4K 0.07%
565
205
$72.3K 0.07%
1,102
206
$70.3K 0.06%
7,130
+3,420
207
$70K 0.06%
1,464
208
$69.6K 0.06%
+2,169
209
$68.7K 0.06%
1,523
210
$68.4K 0.06%
2,807
+11
211
$68.4K 0.06%
707
+150
212
$68.1K 0.06%
699
213
$63.5K 0.06%
1,330
-6
214
$63.3K 0.06%
542
215
$63.2K 0.06%
1,646
216
$63.2K 0.06%
1,359
-158
217
$62.5K 0.06%
1,056
218
$61.7K 0.06%
1,786
219
$61.5K 0.06%
794
220
$60.9K 0.06%
1,187
221
$60.8K 0.06%
8,760
222
$60.5K 0.06%
2,280
+270
223
$60.4K 0.06%
4,809
224
$60.2K 0.05%
853
225
$59.8K 0.05%
504
+4
7 8
9
10 11