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
251
$70.3K 0.04%
1,679
252
$70.3K 0.04%
2,690
253
$70.2K 0.04%
759
-42
254
$69.8K 0.04%
831
255
$67.7K 0.03%
1,419
256
$67.3K 0.03%
2,397
257
$66.4K 0.03%
177
258
$66.1K 0.03%
731
259
$65.8K 0.03%
653
260
$65.5K 0.03%
1,160
261
$65.4K 0.03%
1,446
262
$64.7K 0.03%
470
263
$64.4K 0.03%
414
-258
264
$64.3K 0.03%
4,284
265
$63.8K 0.03%
1,187
266
$63.7K 0.03%
894
267
$62.5K 0.03%
804
268
$61.6K 0.03%
2,085
-17
269
$61.2K 0.03%
648
270
$60.8K 0.03%
1,056
271
$60.7K 0.03%
757
272
$60.7K 0.03%
899
273
$60.6K 0.03%
2,182
274
$60.5K 0.03%
1,324
275
$60.3K 0.03%
1,220
9 10
11
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