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
301
$35.3K 0.03%
91
302
$35K 0.03%
959
-499
303
$35K 0.03%
1,868
+928
304
$34.7K 0.03%
894
305
$34.6K 0.03%
843
306
$34.4K 0.03%
506
307
$34K 0.03%
432
308
$33.9K 0.03%
3,710
-1,890
309
$33.7K 0.03%
845
310
$33.6K 0.03%
576
311
$33.2K 0.03%
1,689
312
$33.2K 0.03%
+145
313
$33.1K 0.03%
1,247
314
$32.9K 0.03%
233
315
$32.9K 0.03%
681
316
$32.1K 0.03%
1,674
317
$31.7K 0.03%
1,391
318
$31.7K 0.03%
1,001
+623
319
$31.4K 0.03%
696
320
$31.1K 0.03%
1,331
321
$31.1K 0.03%
641
322
$30.9K 0.03%
612
323
$30.8K 0.03%
806
324
$30.8K 0.03%
258
+71
325
$30.7K 0.03%
1,870
11 12
13
14 15