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
1126
$827 ﹤0.01%
20
1127
$827 ﹤0.01%
18
-2
1128
$818 ﹤0.01%
6
1129
$812 ﹤0.01%
18
1130
$807 ﹤0.01%
9
1131
$799 ﹤0.01%
71
1132
$768 ﹤0.01%
26
1133
$767 ﹤0.01%
17
1134
$699 ﹤0.01%
8
1135
$677 ﹤0.01%
17
1136
$664 ﹤0.01%
27
1137
$663 ﹤0.01%
39
1138
$646 ﹤0.01%
12
1139
$631 ﹤0.01%
13
1140
$627 ﹤0.01%
20
1141
$626 ﹤0.01%
8
1142
$619 ﹤0.01%
53
1143
$617 ﹤0.01%
44
1144
$591 ﹤0.01%
8
1145
$566 ﹤0.01%
10
1146
$475 ﹤0.01%
35
-89
1147
$474 ﹤0.01%
12
1148
$463 ﹤0.01%
56
1149
$459 ﹤0.01%
5
1150
$451 ﹤0.01%
51
44 45
46
47 48