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
626
$14.3K 0.01%
1,845
+761
627
$14.3K 0.01%
+544
628
$14.2K 0.01%
113
629
$14.2K 0.01%
133
630
$14.1K 0.01%
173
631
$14K 0.01%
330
632
$14K 0.01%
61
633
$14K 0.01%
161
634
$13.8K 0.01%
280
635
$13.8K 0.01%
912
636
$13.6K 0.01%
445
637
$13.5K 0.01%
79
638
$13.4K 0.01%
395
639
$13.4K 0.01%
1,298
640
$13.4K 0.01%
172
641
$13.3K 0.01%
415
642
$13.2K 0.01%
475
643
$13.1K 0.01%
591
644
$13K 0.01%
448
+174
645
$13K 0.01%
5
646
$13K 0.01%
+630
647
$12.9K 0.01%
303
648
$12.8K 0.01%
206
649
$12.7K 0.01%
5,020
650
$12.7K 0.01%
1,420
24 25
26
27 28