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
651
$17.6K 0.01%
281
652
$17.5K 0.01%
739
+35
653
$17.5K 0.01%
+500
654
$17.5K 0.01%
283
+18
655
$17.4K 0.01%
191
656
$17.4K 0.01%
425
+144
657
$17.4K 0.01%
476
658
$17.4K 0.01%
1,081
659
$17.3K 0.01%
418
660
$17.2K 0.01%
453
661
$17.2K 0.01%
177
662
$17.2K 0.01%
412
663
$17.2K 0.01%
328
664
$17.1K 0.01%
308
665
$17K 0.01%
402
666
$17K 0.01%
789
667
$16.9K 0.01%
242
668
$16.9K 0.01%
208
669
$16.8K 0.01%
302
+35
670
$16.8K 0.01%
1,179
671
$16.7K 0.01%
14
672
$16.6K 0.01%
203
673
$16.5K 0.01%
92
674
$16.5K 0.01%
219
675
$16.4K 0.01%
+606