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
251
$47.8K 0.05%
2,099
252
$47.6K 0.04%
1,217
253
$47.2K 0.04%
955
254
$46.5K 0.04%
557
+88
255
$45.7K 0.04%
506
256
$45.6K 0.04%
947
+455
257
$45.1K 0.04%
944
258
$44.9K 0.04%
1,127
-23
259
$44.9K 0.04%
860
260
$44.3K 0.04%
+3,532
261
$44.2K 0.04%
773
262
$43.9K 0.04%
478
263
$43.1K 0.04%
1,609
264
$42.9K 0.04%
379
265
$42.7K 0.04%
1,031
266
$42.6K 0.04%
1,036
267
$42.4K 0.04%
792
-119
268
$41.7K 0.04%
282
269
$41.6K 0.04%
299
270
$41.3K 0.04%
1,199
271
$41.1K 0.04%
513
272
$41.1K 0.04%
2,010
-816
273
$41.1K 0.04%
1,481
274
$41K 0.04%
454
-10
275
$40.7K 0.04%
878
9 10
11
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