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
976
$3.86K ﹤0.01%
95
977
$3.86K ﹤0.01%
41
978
$3.84K ﹤0.01%
114
979
$3.83K ﹤0.01%
35
+14
980
$3.83K ﹤0.01%
96
981
$3.79K ﹤0.01%
128
982
$3.77K ﹤0.01%
34
983
$3.75K ﹤0.01%
78
984
$3.73K ﹤0.01%
109
985
$3.68K ﹤0.01%
60
986
$3.68K ﹤0.01%
108
987
$3.67K ﹤0.01%
93
988
$3.65K ﹤0.01%
30
989
$3.57K ﹤0.01%
58
990
$3.54K ﹤0.01%
132
991
$3.53K ﹤0.01%
203
+111
992
$3.47K ﹤0.01%
27
993
$3.45K ﹤0.01%
12
994
$3.38K ﹤0.01%
19
995
$3.36K ﹤0.01%
30
996
$3.34K ﹤0.01%
81
-95
997
$3.32K ﹤0.01%
39
998
$3.31K ﹤0.01%
63
999
$3.3K ﹤0.01%
53
1000
$3.21K ﹤0.01%
64
38 39
40
41 42