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
276
$40.6K 0.04%
730
+656
277
$40.3K 0.04%
779
278
$40K 0.04%
842
279
$39.9K 0.04%
222
-2
280
$39.8K 0.04%
758
281
$39.7K 0.04%
1,322
282
$39.3K 0.04%
301
283
$39.2K 0.04%
1,363
284
$39.2K 0.04%
1,449
285
$38.9K 0.04%
1,272
-30
286
$38.7K 0.04%
255
287
$38.3K 0.04%
1,020
288
$38.2K 0.04%
1,161
289
$37.8K 0.04%
1,098
290
$37K 0.03%
617
291
$36.9K 0.03%
1,318
292
$36.6K 0.03%
916
293
$36.5K 0.03%
+655
294
$36.4K 0.03%
277
295
$36.4K 0.03%
671
296
$36.2K 0.03%
954
297
$35.9K 0.03%
424
298
$35.8K 0.03%
799
299
$35.6K 0.03%
548
300
$35.4K 0.03%
1,204
10 11
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