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
601
$20.1K 0.01%
136
602
$20K 0.01%
1,091
+802
603
$20K 0.01%
84
604
$19.7K 0.01%
94
605
$19.7K 0.01%
675
606
$19.7K 0.01%
437
607
$19.7K 0.01%
1,751
+199
608
$19.6K 0.01%
+683
609
$19.6K 0.01%
1,822
610
$19.4K 0.01%
256
611
$19.3K 0.01%
392
612
$19.2K 0.01%
400
613
$19.2K 0.01%
272
614
$19.2K 0.01%
195
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615
$19.1K 0.01%
767
616
$19.1K 0.01%
167
617
$19K 0.01%
725
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618
$18.9K 0.01%
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619
$18.9K 0.01%
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$18.9K 0.01%
448
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$18.8K 0.01%
3,844
622
$18.8K 0.01%
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623
$18.8K 0.01%
641
624
$18.8K 0.01%
1,063
625
$18.8K 0.01%
+742