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
401
$36.4K 0.02%
706
+81
402
$36.4K 0.02%
+753
403
$36.1K 0.02%
707
404
$36.1K 0.02%
1,189
405
$36K 0.02%
1,711
406
$36K 0.02%
555
407
$35.9K 0.02%
270
408
$35.9K 0.02%
882
409
$35.7K 0.02%
634
410
$35.7K 0.02%
1,760
411
$35.5K 0.02%
317
+24
412
$35.2K 0.02%
1,250
413
$34.9K 0.02%
349
414
$34.6K 0.02%
405
415
$34.5K 0.02%
2,190
416
$34.5K 0.02%
1,646
417
$34.5K 0.02%
678
418
$34.3K 0.02%
230
419
$34.3K 0.02%
161
420
$34.2K 0.02%
692
421
$34.2K 0.02%
1,048
+257
422
$34K 0.02%
549
423
$33.8K 0.02%
406
+64
424
$33.6K 0.02%
173
425
$33.3K 0.02%
417