SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
Energy Select Sector SPDR Fund
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
1
$18M 9.24%
1,408,626
+90,966
2
$9.41M 4.82%
128,176
+572
3
$9.33M 4.78%
739,712
4
$6.32M 3.24%
35,441
-13
5
$6.19M 3.17%
226,147
+10,554
6
$5.86M 3%
60,560
7
$4.74M 2.43%
250,880
+12,296
8
$4.07M 2.08%
27,881
+22
9
$3.88M 1.99%
66,306
+3,890
10
$3.52M 1.8%
39,706
+43
11
$3.43M 1.76%
39,487
12
$3.42M 1.75%
17,299
-5
13
$3.42M 1.75%
21,673
+206
14
$2.54M 1.3%
42,590
-83
15
$2.12M 1.09%
25,307
-116
16
$2.1M 1.08%
12,322
17
$1.89M 0.97%
21,794
18
$1.74M 0.89%
38,712
+118
19
$1.68M 0.86%
83,544
+28,266
20
$1.67M 0.86%
24,960
21
$1.61M 0.83%
299,553
-3,998
22
$1.57M 0.8%
44,558
+795
23
$1.5M 0.77%
10,788
+205
24
$1.49M 0.76%
16,120
-120
25
$1.46M 0.75%
12,091
-874
1
2 3 4 5