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
476
$28.2K 0.01%
1,331
477
$28.2K 0.01%
526
+12
478
$28.2K 0.01%
311
479
$28.1K 0.01%
472
480
$27.9K 0.01%
813
481
$27.9K 0.01%
50
482
$27.9K 0.01%
459
483
$27.9K 0.01%
446
484
$27.8K 0.01%
572
485
$27.7K 0.01%
1,202
+216
486
$27.6K 0.01%
670
487
$27.6K 0.01%
131
488
$27.5K 0.01%
428
489
$27.5K 0.01%
1,502
490
$27.4K 0.01%
401
491
$27.4K 0.01%
328
492
$27.3K 0.01%
787
+610
493
$27.3K 0.01%
1,004
494
$26.9K 0.01%
1,286
495
$26.7K 0.01%
918
496
$26.5K 0.01%
1,066
497
$26.4K 0.01%
+542
498
$26.3K 0.01%
+1,192
499
$26.3K 0.01%
94
500
$26K 0.01%
+690