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
1001
$3.17K ﹤0.01%
81
1002
$3.15K ﹤0.01%
40
1003
$3.12K ﹤0.01%
71
1004
$3.12K ﹤0.01%
28
1005
$3.12K ﹤0.01%
110
1006
$3.1K ﹤0.01%
451
+262
1007
$3.09K ﹤0.01%
160
1008
$3.08K ﹤0.01%
61
1009
$3.08K ﹤0.01%
112
1010
$3.06K ﹤0.01%
18
1011
$2.96K ﹤0.01%
24
-8
1012
$2.95K ﹤0.01%
121
1013
$2.92K ﹤0.01%
74
1014
$2.89K ﹤0.01%
55
+34
1015
$2.87K ﹤0.01%
202
1016
$2.86K ﹤0.01%
73
1017
$2.86K ﹤0.01%
145
1018
$2.86K ﹤0.01%
20
1019
$2.84K ﹤0.01%
65
1020
$2.8K ﹤0.01%
47
1021
$2.79K ﹤0.01%
10
+4
1022
$2.78K ﹤0.01%
91
1023
$2.75K ﹤0.01%
102
1024
$2.69K ﹤0.01%
53
+19
1025
$2.69K ﹤0.01%
52
39 40
41
42 43