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
426
$25.3K 0.02%
457
427
$25.2K 0.02%
816
-1,784
428
$25.2K 0.02%
425
-1,098
429
$25.2K 0.02%
294
430
$25.1K 0.02%
1,448
431
$25K 0.02%
+866
432
$24.9K 0.02%
267
-491
433
$24.9K 0.02%
121
-357
434
$24.8K 0.02%
501
435
$24.8K 0.02%
155
-11
436
$24.7K 0.02%
557
437
$24.7K 0.02%
106
438
$24.6K 0.02%
402
439
$24.5K 0.02%
479
440
$24.4K 0.02%
744
441
$24.3K 0.02%
567
442
$24.2K 0.02%
321
443
$24.2K 0.02%
+1,259
444
$24.2K 0.02%
289
445
$24.1K 0.02%
1,018
446
$24.1K 0.02%
522
447
$23.9K 0.02%
371
448
$23.9K 0.02%
+929
449
$23.9K 0.02%
202
450
$23.9K 0.02%
388
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