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
801
$10.7K 0.01%
515
802
$10.7K 0.01%
366
803
$10.7K 0.01%
111
+10
804
$10.6K 0.01%
180
805
$10.6K 0.01%
211
806
$10.6K 0.01%
202
807
$10.5K 0.01%
123
808
$10.5K 0.01%
42
809
$10.5K 0.01%
231
810
$10.5K 0.01%
373
811
$10.4K 0.01%
608
812
$10.4K 0.01%
175
+25
813
$10.3K 0.01%
79
814
$10.3K 0.01%
67
815
$10.2K 0.01%
564
816
$10.2K 0.01%
142
817
$10.2K 0.01%
209
818
$10.1K 0.01%
272
+114
819
$10K 0.01%
218
+63
820
$9.95K 0.01%
250
821
$9.85K 0.01%
3,395
822
$9.84K 0.01%
105
823
$9.79K 0.01%
1,436
824
$9.79K 0.01%
68
825
$9.77K 0.01%
2,683
31 32
33
34 35