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
351
$27.7K 0.03%
994
352
$27.6K 0.03%
836
353
$27.6K 0.03%
1,013
354
$27.6K 0.03%
929
355
$27.4K 0.03%
4,662
356
$27.4K 0.03%
1,277
-43
357
$27.4K 0.03%
+887
358
$27.4K 0.03%
1,306
359
$27.2K 0.03%
553
360
$27.2K 0.03%
486
361
$27.2K 0.03%
594
-58
362
$27.1K 0.03%
236
363
$27.1K 0.03%
611
364
$27.1K 0.03%
827
365
$27.1K 0.03%
+1,318
366
$27K 0.03%
163
367
$26.8K 0.03%
110
-83
368
$26.8K 0.03%
461
369
$26.8K 0.03%
1,426
370
$26.7K 0.03%
310
371
$26.6K 0.03%
289
372
$26.6K 0.03%
1,102
373
$26.4K 0.02%
1,066
374
$26.2K 0.02%
1,322
-582
375
$26.1K 0.02%
564
13 14
15
16 17