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
276
$60.3K 0.03%
791
277
$60K 0.03%
1,380
+7
278
$59.9K 0.03%
644
279
$59.9K 0.03%
3,273
280
$59.8K 0.03%
1,390
281
$57.4K 0.03%
1,247
282
$57.1K 0.03%
916
283
$56.9K 0.03%
552
284
$56.7K 0.03%
2,352
285
$55.8K 0.03%
737
286
$55.1K 0.03%
1,609
287
$54.3K 0.03%
181
288
$54.3K 0.03%
93
289
$54.2K 0.03%
669
290
$53.7K 0.03%
955
291
$53.5K 0.03%
617
292
$53.3K 0.03%
3,408
293
$53.2K 0.03%
352
-4
294
$53.1K 0.03%
263
295
$52.9K 0.03%
996
296
$52.7K 0.03%
666
297
$52.2K 0.03%
305
298
$51.9K 0.03%
557
299
$51.9K 0.03%
1,178
300
$50.7K 0.03%
1,100
10 11
12
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