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
526
$24.3K 0.01%
1,061
527
$24.1K 0.01%
3,270
528
$24K 0.01%
922
529
$24K 0.01%
348
530
$23.9K 0.01%
328
531
$23.8K 0.01%
309
532
$23.7K 0.01%
760
-223
533
$23.7K 0.01%
504
534
$23.6K 0.01%
666
535
$23.5K 0.01%
178
536
$23.5K 0.01%
2,211
537
$23.4K 0.01%
578
538
$23.3K 0.01%
477
+32
539
$23.2K 0.01%
149
540
$23.2K 0.01%
539
541
$23K 0.01%
67
542
$23K 0.01%
730
543
$23K 0.01%
563
544
$23K 0.01%
445
545
$23K 0.01%
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546
$23K 0.01%
810
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$22.9K 0.01%
347
548
$22.9K 0.01%
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549
$22.9K 0.01%
138
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550
$22.9K 0.01%
1,276
+173