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
451
$30.1K 0.02%
183
+84
452
$30.1K 0.02%
1,410
+65
453
$30K 0.02%
1,226
454
$29.9K 0.02%
1,153
+135
455
$29.7K 0.02%
1,264
456
$29.6K 0.02%
893
457
$29.4K 0.02%
3,058
458
$29.4K 0.02%
359
459
$29.3K 0.02%
4,783
460
$29.2K 0.02%
809
461
$29.1K 0.01%
1,234
462
$29.1K 0.01%
303
+51
463
$29K 0.01%
582
464
$28.9K 0.01%
860
465
$28.9K 0.01%
409
466
$28.9K 0.01%
1,818
467
$28.7K 0.01%
341
468
$28.6K 0.01%
200
469
$28.5K 0.01%
877
470
$28.5K 0.01%
473
471
$28.4K 0.01%
502
+124
472
$28.4K 0.01%
952
473
$28.3K 0.01%
675
474
$28.3K 0.01%
649
-23
475
$28.3K 0.01%
545
17 18
19
20 21