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
726
$14.2K 0.01%
1,425
+1,296
727
$14.2K 0.01%
532
728
$14.2K 0.01%
1,790
+646
729
$14.1K 0.01%
231
730
$14.1K 0.01%
290
-146
731
$14.1K 0.01%
77
-51
732
$14.1K 0.01%
100
733
$14K 0.01%
1,102
734
$13.9K 0.01%
755
735
$13.9K 0.01%
496
736
$13.8K 0.01%
424
737
$13.8K 0.01%
230
738
$13.8K 0.01%
182
739
$13.6K 0.01%
384
740
$13.6K 0.01%
380
741
$13.6K 0.01%
85
742
$13.5K 0.01%
372
743
$13.5K 0.01%
500
744
$13.4K 0.01%
69
745
$13.3K 0.01%
227
746
$13.2K 0.01%
415
747
$13.2K 0.01%
445
748
$13.2K 0.01%
56
749
$13K 0.01%
196
750
$12.9K 0.01%
857
+111