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
626
$18.7K 0.01%
353
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627
$18.7K 0.01%
1,000
628
$18.7K 0.01%
+263
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$18.6K 0.01%
691
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$18.6K 0.01%
774
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$18.6K 0.01%
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$18.6K 0.01%
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633
$18.5K 0.01%
319
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$18.4K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.3K 0.01%
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$18.2K 0.01%
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$18K 0.01%
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$18K 0.01%
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$17.9K 0.01%
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543
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$17.9K 0.01%
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649
$17.8K 0.01%
684
650
$17.6K 0.01%
905