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
826
$9.75K 0.01%
490
827
$9.74K 0.01%
382
828
$9.74K 0.01%
486
829
$9.61K ﹤0.01%
436
830
$9.56K ﹤0.01%
152
-55
831
$9.55K ﹤0.01%
195
832
$9.52K ﹤0.01%
150
-1,467
833
$9.48K ﹤0.01%
211
+22
834
$9.44K ﹤0.01%
796
-150
835
$9.41K ﹤0.01%
488
836
$9.4K ﹤0.01%
372
837
$9.36K ﹤0.01%
271
838
$9.35K ﹤0.01%
551
+162
839
$9.34K ﹤0.01%
76
840
$9.28K ﹤0.01%
137
841
$9.23K ﹤0.01%
432
842
$9.21K ﹤0.01%
+1,232
843
$9.18K ﹤0.01%
121
+9
844
$9.09K ﹤0.01%
1,879
+326
845
$9.09K ﹤0.01%
100
846
$9.08K ﹤0.01%
593
+69
847
$9.01K ﹤0.01%
24
848
$8.94K ﹤0.01%
1,020
+1
849
$8.85K ﹤0.01%
1,420
850
$8.79K ﹤0.01%
527
+183
32 33
34
35 36