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
376
$25.7K 0.02%
852
377
$25.7K 0.02%
1,264
378
$25.6K 0.02%
548
379
$25.5K 0.02%
673
380
$25.5K 0.02%
353
381
$25.5K 0.02%
240
382
$25.3K 0.02%
1,033
+893
383
$25.2K 0.02%
903
384
$24.8K 0.02%
380
385
$24.8K 0.02%
508
386
$24.7K 0.02%
332
387
$24.5K 0.02%
1,207
388
$24.5K 0.02%
1,160
+925
389
$24.3K 0.02%
285
390
$24.2K 0.02%
1,324
391
$24.2K 0.02%
479
392
$24.1K 0.02%
106
393
$24.1K 0.02%
1,616
394
$24K 0.02%
226
395
$23.8K 0.02%
553
396
$23.8K 0.02%
501
397
$23.8K 0.02%
821
-398
398
$23.7K 0.02%
2,880
399
$23.6K 0.02%
590
+484
400
$23.5K 0.02%
929