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
1101
$1.19K ﹤0.01%
22
1102
$1.16K ﹤0.01%
87
-3,227
1103
$1.15K ﹤0.01%
43
1104
$1.14K ﹤0.01%
128
1105
$1.13K ﹤0.01%
23
1106
$1.11K ﹤0.01%
9
1107
$1.11K ﹤0.01%
30
1108
$1.07K ﹤0.01%
42
-700
1109
$1.07K ﹤0.01%
30
1110
$1.06K ﹤0.01%
19
1111
$1.05K ﹤0.01%
41
1112
$1.04K ﹤0.01%
19
1113
$1.02K ﹤0.01%
9
1114
$1.01K ﹤0.01%
20
1115
$995 ﹤0.01%
+2
1116
$973 ﹤0.01%
18
1117
$957 ﹤0.01%
17
1118
$934 ﹤0.01%
8
1119
$932 ﹤0.01%
28
1120
$924 ﹤0.01%
+10
1121
$911 ﹤0.01%
69
1122
$896 ﹤0.01%
21
1123
$878 ﹤0.01%
26
1124
$872 ﹤0.01%
19
1125
$862 ﹤0.01%
25
43 44
45
46 47