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
1151
$435 ﹤0.01%
30
1152
$409 ﹤0.01%
11
1153
$386 ﹤0.01%
6
1154
$385 ﹤0.01%
13
1155
$213 ﹤0.01%
10
1156
$203 ﹤0.01%
7
1157
$129 ﹤0.01%
1
-35
1158
$129 ﹤0.01%
1
1159
$116 ﹤0.01%
6
1160
$93 ﹤0.01%
1
1161
$87 ﹤0.01%
6
-466
1162
$59 ﹤0.01%
6
1163
$13 ﹤0.01%
2
1164
$3 ﹤0.01%
+1
1165
– –
-1,294
1166
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-486
1167
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-169
1168
– –
-1,856
1169
– –
-1,154
1170
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-248
1171
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-735
1172
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-642
1173
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-762
1174
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1175
– –
-55
45 46
47
48 49