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
951
$4.86K ﹤0.01%
109
952
$4.82K ﹤0.01%
55
953
$4.81K ﹤0.01%
192
+34
954
$4.74K ﹤0.01%
51
955
$4.72K ﹤0.01%
43
956
$4.7K ﹤0.01%
1,298
957
$4.53K ﹤0.01%
80
958
$4.52K ﹤0.01%
87
959
$4.5K ﹤0.01%
21
960
$4.44K ﹤0.01%
174
961
$4.43K ﹤0.01%
30
962
$4.41K ﹤0.01%
152
963
$4.29K ﹤0.01%
114
-53
964
$4.28K ﹤0.01%
96
965
$4.23K ﹤0.01%
100
966
$4.22K ﹤0.01%
57
967
$4.22K ﹤0.01%
38
968
$4.2K ﹤0.01%
117
969
$4.19K ﹤0.01%
226
-1,542
970
$4.11K ﹤0.01%
33
971
$4.09K ﹤0.01%
299
972
$4.09K ﹤0.01%
148
+38
973
$3.98K ﹤0.01%
303
-52
974
$3.93K ﹤0.01%
37
975
$3.92K ﹤0.01%
28
-8
37 38
39
40 41