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
376
$39.5K 0.02%
1,284
377
$39.3K 0.02%
3,124
378
$39K 0.02%
19
379
$38.9K 0.02%
927
380
$38.7K 0.02%
1,877
381
$38.7K 0.02%
2,811
382
$38.6K 0.02%
259
-15
383
$38.5K 0.02%
1,270
384
$38.3K 0.02%
377
385
$38.3K 0.02%
489
386
$38.2K 0.02%
360
387
$38.1K 0.02%
656
388
$37.9K 0.02%
1,871
389
$37.6K 0.02%
468
+59
390
$37.5K 0.02%
578
391
$37.5K 0.02%
509
+44
392
$37.5K 0.02%
163
+1
393
$37.4K 0.02%
899
394
$37K 0.02%
834
395
$37K 0.02%
929
396
$36.9K 0.02%
109
397
$36.9K 0.02%
1,497
+627
398
$36.8K 0.02%
2,013
399
$36.8K 0.02%
3,318
400
$36.7K 0.02%
426
14 15
16
17 18