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
376
$26K 0.02%
4,235
377
$26K 0.02%
382
378
$25.9K 0.02%
290
379
$25.9K 0.02%
1,039
380
$25.8K 0.02%
+1,408
381
$25.7K 0.02%
852
382
$25.7K 0.02%
1,264
383
$25.6K 0.02%
548
384
$25.5K 0.02%
673
385
$25.5K 0.02%
353
386
$25.5K 0.02%
240
387
$25.3K 0.02%
1,033
+893
388
$25.2K 0.02%
903
389
$24.8K 0.02%
380
390
$24.8K 0.02%
508
391
$24.7K 0.02%
332
392
$24.5K 0.02%
1,207
393
$24.5K 0.02%
1,160
+925
394
$24.3K 0.02%
285
395
$24.2K 0.02%
1,324
396
$24.2K 0.02%
479
397
$24.1K 0.02%
106
398
$24.1K 0.02%
1,616
399
$24K 0.02%
226
400
$23.8K 0.02%
553