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
676
$11.5K 0.01%
190
677
$11.5K 0.01%
774
678
$11.4K 0.01%
484
679
$11.4K 0.01%
145
680
$11.4K 0.01%
658
681
$11.4K 0.01%
262
682
$11.3K 0.01%
263
683
$11.2K 0.01%
369
684
$11.2K 0.01%
251
685
$11.1K 0.01%
475
686
$10.9K 0.01%
718
687
$10.9K 0.01%
37
688
$10.9K 0.01%
278
-137
689
$10.9K 0.01%
100
690
$10.8K 0.01%
121
691
$10.8K 0.01%
144
+55
692
$10.8K 0.01%
112
693
$10.8K 0.01%
394
694
$10.8K 0.01%
652
+332
695
$10.7K 0.01%
81
-4
696
$10.7K 0.01%
525
697
$10.6K 0.01%
2,607
+2,606
698
$10.6K 0.01%
45
699
$10.6K 0.01%
401
-350
700
$10.6K 0.01%
197
26 27
28
29 30