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
576
$21.5K 0.01%
790
577
$21.4K 0.01%
+211
578
$21.4K 0.01%
208
579
$21.4K 0.01%
+472
580
$21.3K 0.01%
204
581
$21.3K 0.01%
1,512
582
$21.3K 0.01%
60
583
$21.2K 0.01%
100
584
$21.1K 0.01%
200
585
$21.1K 0.01%
651
586
$21.1K 0.01%
440
587
$21K 0.01%
2,325
588
$20.9K 0.01%
320
589
$20.9K 0.01%
637
590
$20.8K 0.01%
308
+33
591
$20.7K 0.01%
106
592
$20.7K 0.01%
493
593
$20.6K 0.01%
1,705
594
$20.6K 0.01%
172
595
$20.6K 0.01%
177
596
$20.5K 0.01%
1,372
597
$20.4K 0.01%
1,654
598
$20.2K 0.01%
825
599
$20.1K 0.01%
601
600
$20.1K 0.01%
+350