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
1051
$2.18K ﹤0.01%
89
1052
$2.15K ﹤0.01%
24
1053
$2.13K ﹤0.01%
79
+52
1054
$2.11K ﹤0.01%
140
1055
$2.1K ﹤0.01%
24
1056
$2.05K ﹤0.01%
80
1057
$2.01K ﹤0.01%
293
1058
$2.01K ﹤0.01%
21
1059
$2K ﹤0.01%
15
1060
$2K ﹤0.01%
13
1061
$1.98K ﹤0.01%
41
1062
$1.98K ﹤0.01%
23
+10
1063
$1.97K ﹤0.01%
46
1064
$1.95K ﹤0.01%
42
1065
$1.94K ﹤0.01%
14
-2
1066
$1.92K ﹤0.01%
3
1067
$1.82K ﹤0.01%
29
1068
$1.8K ﹤0.01%
59
+20
1069
$1.79K ﹤0.01%
69
+38
1070
$1.78K ﹤0.01%
56
1071
$1.76K ﹤0.01%
20
1072
$1.75K ﹤0.01%
71
1073
$1.75K ﹤0.01%
91
1074
$1.67K ﹤0.01%
21
1075
$1.66K ﹤0.01%
51
41 42
43
44 45