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
526
$19.6K 0.02%
3,008
527
$19.4K 0.02%
566
528
$19.3K 0.02%
+377
529
$19.2K 0.02%
236
-3
530
$19.1K 0.02%
1,100
-107
531
$19K 0.02%
164
532
$19K 0.02%
452
533
$19K 0.02%
328
534
$18.9K 0.02%
170
535
$18.9K 0.02%
992
536
$18.8K 0.02%
173
537
$18.7K 0.02%
501
538
$18.7K 0.02%
566
539
$18.5K 0.02%
288
540
$18.5K 0.02%
241
541
$18.4K 0.02%
838
+615
542
$18.4K 0.02%
+836
543
$18.4K 0.02%
348
544
$18.3K 0.02%
+2,016
545
$18.1K 0.02%
760
546
$18.1K 0.02%
+338
547
$18.1K 0.02%
306
548
$18K 0.02%
307
549
$18K 0.02%
572
550
$17.9K 0.02%
+1,502
20 21
22
23 24