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
201
$116K 0.06%
1,395
+10
202
$114K 0.06%
1,277
203
$113K 0.06%
1,337
204
$113K 0.06%
2,660
205
$112K 0.06%
3,530
206
$111K 0.06%
806
207
$111K 0.06%
3,743
208
$109K 0.06%
3,067
209
$107K 0.06%
3,964
210
$106K 0.05%
990
211
$106K 0.05%
949
212
$105K 0.05%
1,612
-6
213
$105K 0.05%
2,174
214
$99K 0.05%
1,524
215
$98.2K 0.05%
371
216
$97.9K 0.05%
3,030
217
$97.3K 0.05%
4,236
+74
218
$97.1K 0.05%
3,208
219
$95.1K 0.05%
697
-275
220
$94.5K 0.05%
1,464
221
$93.2K 0.05%
315
222
$92.7K 0.05%
802
223
$92K 0.05%
817
224
$89.2K 0.05%
2,187
225
$88.5K 0.05%
1,040
7 8
9
10 11