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
551
$22.9K 0.01%
903
552
$22.9K 0.01%
1,645
553
$22.8K 0.01%
1,600
554
$22.8K 0.01%
623
+254
555
$22.7K 0.01%
521
556
$22.7K 0.01%
1,071
557
$22.6K 0.01%
454
558
$22.5K 0.01%
1,421
559
$22.5K 0.01%
1,361
560
$22.3K 0.01%
371
561
$22.3K 0.01%
2,601
562
$22.3K 0.01%
822
563
$22.2K 0.01%
553
-27
564
$22.2K 0.01%
564
565
$22.2K 0.01%
475
566
$22.2K 0.01%
667
567
$22.2K 0.01%
1,019
568
$22.1K 0.01%
1,278
569
$22.1K 0.01%
+1,480
570
$22.1K 0.01%
684
571
$21.9K 0.01%
415
572
$21.7K 0.01%
180
573
$21.7K 0.01%
2,237
574
$21.6K 0.01%
365
575
$21.6K 0.01%
442