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
$119M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$731K
3
+$303K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$275K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$153K

Top Sells

1
+$162K
2
+$132K
3
+$73.4K
4
TTWO icon
Take-Two Interactive
TTWO
+$65.1K
5
CC icon
Chemours
CC
+$61.4K

Sector Composition

1 Financials 18.76%
2 Technology 8.24%
3 Healthcare 7.04%
4 Industrials 5.78%
5 Consumer Staples 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$293 ﹤0.01%
5
1052
$293 ﹤0.01%
5
1053
$282 ﹤0.01%
20
1054
$244 ﹤0.01%
4
1055
$230 ﹤0.01%
+13
1056
$157 ﹤0.01%
1
1057
$151 ﹤0.01%
336
1058
$97 ﹤0.01%
8
1059
$77 ﹤0.01%
+3
1060
$58 ﹤0.01%
6
1061
$29 ﹤0.01%
+1
1062
$16 ﹤0.01%
2
1063
– –
-343
1064
– –
-3
1065
– –
-635
1066
– –
-11
1067
– –
-67
1068
– –
-126
1069
– –
-137
1070
– –
0
1071
– –
-13
1072
– –
-147
1073
– –
-3,201
1074
– –
-360
1075
– –
-960
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