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
476
$22.5K 0.02%
671
477
$22.4K 0.02%
459
478
$22.4K 0.02%
1,063
479
$22.3K 0.02%
120
-65
480
$22.3K 0.02%
240
481
$22.2K 0.02%
342
482
$22.1K 0.02%
296
483
$22.1K 0.02%
2,489
484
$22K 0.02%
704
485
$22K 0.02%
2,311
486
$22K 0.02%
+1,181
487
$22K 0.02%
760
488
$21.9K 0.02%
1,066
489
$21.9K 0.02%
332
490
$21.8K 0.02%
922
491
$21.7K 0.02%
448
492
$21.4K 0.02%
578
493
$21.4K 0.02%
521
494
$21.3K 0.02%
288
495
$21.3K 0.02%
380
496
$21.2K 0.02%
578
497
$21.2K 0.02%
269
498
$21.2K 0.02%
720
499
$21.1K 0.02%
287
500
$21K 0.02%
353
18 19
20
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