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
326
$30.6K 0.03%
+1,326
327
$30.5K 0.03%
1,220
328
$30.5K 0.03%
377
329
$30.5K 0.03%
379
330
$30.4K 0.03%
3,440
-868
331
$30.4K 0.03%
263
332
$30.2K 0.03%
1,863
333
$30.2K 0.03%
1,894
334
$30.2K 0.03%
505
335
$30.1K 0.03%
1,940
+1,260
336
$30.1K 0.03%
465
337
$30K 0.03%
346
338
$30K 0.03%
3,318
339
$29.9K 0.03%
1,033
340
$29.8K 0.03%
1,711
341
$29.6K 0.03%
687
342
$29.6K 0.03%
832
343
$29.1K 0.03%
590
344
$28.8K 0.03%
402
345
$28.7K 0.03%
254
346
$28.3K 0.03%
476
347
$28K 0.03%
368
348
$28K 0.03%
1,600
349
$28K 0.03%
639
350
$27.8K 0.03%
482