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
701
$15.5K 0.01%
439
702
$15.5K 0.01%
+612
703
$15.4K 0.01%
+400
704
$15.3K 0.01%
126
705
$15.3K 0.01%
+567
706
$15.1K 0.01%
180
-34
707
$15K 0.01%
344
+69
708
$15K 0.01%
1,024
709
$15K 0.01%
+545
710
$14.9K 0.01%
280
711
$14.9K 0.01%
2,329
+852
712
$14.8K 0.01%
189
+48
713
$14.8K 0.01%
391
714
$14.8K 0.01%
111
715
$14.7K 0.01%
342
716
$14.6K 0.01%
237
717
$14.6K 0.01%
614
-2
718
$14.5K 0.01%
707
-105
719
$14.5K 0.01%
434
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720
$14.5K 0.01%
640
+251
721
$14.4K 0.01%
367
722
$14.4K 0.01%
170
723
$14.4K 0.01%
311
724
$14.4K 0.01%
550
725
$14.3K 0.01%
99
+38
27 28
29
30 31