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
351
$42.6K 0.02%
1,264
352
$42.6K 0.02%
412
353
$42.5K 0.02%
852
354
$42.3K 0.02%
1,959
+794
355
$42.3K 0.02%
997
356
$42.2K 0.02%
704
357
$42K 0.02%
814
358
$42K 0.02%
1,277
359
$42K 0.02%
2,148
360
$41.8K 0.02%
548
361
$41.6K 0.02%
1,689
362
$41.6K 0.02%
1,033
363
$41.2K 0.02%
1,166
364
$40.9K 0.02%
611
365
$40.7K 0.02%
1,267
366
$40.7K 0.02%
683
+155
367
$40.7K 0.02%
754
368
$40.6K 0.02%
906
369
$40.2K 0.02%
578
370
$40K 0.02%
590
371
$39.9K 0.02%
479
-103
372
$39.9K 0.02%
568
373
$39.9K 0.02%
720
374
$39.8K 0.02%
271
375
$39.8K 0.02%
509
13 14
15
16 17