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
501
$26K 0.01%
754
+297
502
$25.9K 0.01%
2,730
503
$25.8K 0.01%
157
504
$25.8K 0.01%
323
505
$25.8K 0.01%
710
506
$25.7K 0.01%
1,548
+95
507
$25.7K 0.01%
937
508
$25.5K 0.01%
976
+158
509
$25.3K 0.01%
231
510
$25.2K 0.01%
+3,073
511
$25.2K 0.01%
671
512
$25.2K 0.01%
2,508
513
$25.2K 0.01%
2,944
514
$25.1K 0.01%
271
515
$24.9K 0.01%
143
516
$24.9K 0.01%
436
517
$24.9K 0.01%
353
518
$24.8K 0.01%
1,042
519
$24.8K 0.01%
1,036
520
$24.7K 0.01%
669
-6,361
521
$24.7K 0.01%
198
-74
522
$24.6K 0.01%
124
523
$24.6K 0.01%
852
524
$24.5K 0.01%
372
525
$24.4K 0.01%
+1,645