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
676
$16.4K 0.01%
426
677
$16.2K 0.01%
+1,029
678
$16.1K 0.01%
1,140
679
$16.1K 0.01%
978
680
$16.1K 0.01%
376
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681
$16.1K 0.01%
1,728
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682
$16K 0.01%
+4,919
683
$16K 0.01%
149
684
$16K 0.01%
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685
$16K 0.01%
179
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$15.9K 0.01%
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687
$15.9K 0.01%
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$15.9K 0.01%
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$15.9K 0.01%
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$15.8K 0.01%
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$15.8K 0.01%
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$15.8K 0.01%
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$15.7K 0.01%
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1,788
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$15.6K 0.01%
325
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$15.6K 0.01%
664
+189