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
1,083
New
Increased
Reduced
Closed

Top Sells

1 +$852K
2 +$119K
3 +$81.7K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$78.3K
5
EXPE icon
Expedia Group
EXPE
+$74.7K

Sector Composition

1 Financials 18.3%
2 Healthcare 7.72%
3 Technology 7.02%
4 Consumer Staples 5.89%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$30.4K 0.03%
3,440
-868
327
$30.4K 0.03%
263
328
$30.2K 0.03%
1,863
329
$30.2K 0.03%
1,894
330
$30.2K 0.03%
505
331
$30.1K 0.03%
1,940
+1,260
332
$30.1K 0.03%
465
333
$30K 0.03%
346
334
$30K 0.03%
3,318
335
$29.9K 0.03%
1,033
336
$29.8K 0.03%
1,711
337
$29.6K 0.03%
687
338
$29.6K 0.03%
832
339
$29.1K 0.03%
590
340
$28.8K 0.03%
402
341
$28.7K 0.03%
254
342
$28.3K 0.03%
476
343
$28K 0.03%
368
344
$28K 0.03%
1,600
345
$28K 0.03%
639
346
$27.8K 0.03%
482
347
$27.7K 0.03%
994
348
$27.6K 0.03%
836
349
$27.6K 0.03%
1,013
350
$27.6K 0.03%
929