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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$731K
3
+$303K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$153K

Top Sells

1
+$162K
2
+$132K
3
+$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$33.4K 0.03%
230
352
$33.3K 0.03%
821
353
$33.1K 0.03%
1,331
354
$33K 0.03%
1,768
-102
355
$33K 0.03%
1,098
356
$32.9K 0.03%
590
357
$32.7K 0.03%
834
358
$32.7K 0.03%
681
359
$32.5K 0.03%
114
360
$32.4K 0.03%
236
361
$32.4K 0.03%
1,894
362
$32.3K 0.03%
1,277
363
$32K 0.03%
513
+4
364
$31.9K 0.03%
285
365
$31.6K 0.03%
1,264
366
$31.5K 0.03%
266
+4
367
$31.4K 0.03%
997
368
$31.3K 0.03%
673
369
$31.2K 0.03%
195
370
$31.2K 0.03%
921
371
$31.2K 0.03%
799
372
$30.5K 0.03%
612
373
$30.1K 0.03%
482
-115
374
$30K 0.03%
1,600
375
$29.9K 0.03%
3,440
13 14
15
16 17