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
+$1.11M
2
+$666K
3
+$560K
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$547K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$278K

Top Sells

1
+$225K
2
+$215K
3
+$194K
4
CVS icon
CVS Health
CVS
+$192K
5
MO icon
Altria Group
MO
+$132K

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
226
$88.4K 0.05%
1,616
227
$86.1K 0.04%
435
228
$86K 0.04%
403
-107
229
$85.4K 0.04%
1,102
230
$84K 0.04%
1,354
231
$81.4K 0.04%
277
232
$80.3K 0.04%
+5,000
233
$79.1K 0.04%
163
234
$78.6K 0.04%
3,024
235
$77.3K 0.04%
962
236
$77.3K 0.04%
790
-293
237
$77.2K 0.04%
862
238
$77.2K 0.04%
1,194
239
$76.7K 0.04%
1,221
240
$76.2K 0.04%
20
241
$76.1K 0.04%
898
242
$76K 0.04%
3,104
243
$75.9K 0.04%
862
244
$75.7K 0.04%
837
245
$74.8K 0.04%
1,470
246
$74.2K 0.04%
4,164
-645
247
$73.5K 0.04%
1,036
248
$73.2K 0.04%
3,102
249
$72.8K 0.04%
1,272
250
$72.7K 0.04%
353
8 9
10
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