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
$106M
AUM Growth
+$491K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$260K
2
+$234K
3
+$175K
4
CL icon
Colgate-Palmolive
CL
+$161K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$96.6K

Top Sells

1
+$869K
2
+$123K
3
+$83.1K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$79.6K
5
EXPE icon
Expedia Group
EXPE
+$73K

Sector Composition

1 Financials 18.3%
2 Healthcare 7.72%
3 Technology 7.21%
4 Consumer Staples 5.89%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58.9K 0.06%
998
227
$58.6K 0.06%
653
228
$58.5K 0.06%
1,187
229
$58.3K 0.06%
876
230
$57.8K 0.05%
816
231
$57.8K 0.05%
1,523
232
$57.6K 0.05%
542
-687
233
$57.6K 0.05%
1,786
234
$57.5K 0.05%
8,760
235
$57.3K 0.05%
264
236
$56K 0.05%
1,221
237
$54.5K 0.05%
669
238
$53.8K 0.05%
500
239
$53.6K 0.05%
1,795
240
$53.5K 0.05%
3,593
241
$53.2K 0.05%
779
242
$53.1K 0.05%
1,646
-104
243
$52.7K 0.05%
1,033
244
$52.2K 0.05%
876
245
$52.2K 0.05%
853
-15
246
$49.3K 0.05%
1,005
247
$49.3K 0.05%
1,299
248
$49.2K 0.05%
925
249
$48.7K 0.05%
1,198
250
$48K 0.05%
597
-313
8 9
10
11 12