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
501
$20.9K 0.02%
702
+372
502
$20.9K 0.02%
699
503
$20.8K 0.02%
711
504
$20.8K 0.02%
761
505
$20.8K 0.02%
1,004
506
$20.7K 0.02%
+1,125
507
$20.7K 0.02%
202
508
$20.6K 0.02%
477
509
$20.5K 0.02%
94
510
$20.5K 0.02%
153
511
$20.5K 0.02%
328
512
$20.4K 0.02%
502
513
$20.4K 0.02%
424
514
$20.2K 0.02%
1,540
515
$20.2K 0.02%
456
516
$20.2K 0.02%
219
517
$20.1K 0.02%
259
518
$20K 0.02%
330
519
$20K 0.02%
510
+382
520
$20K 0.02%
283
521
$19.8K 0.02%
506
522
$19.8K 0.02%
762
523
$19.7K 0.02%
468
524
$19.7K 0.02%
389
525
$19.6K 0.02%
2,177
19 20
21
22 23