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
401
$23.4K 0.02%
517
402
$23.2K 0.02%
496
403
$23K 0.02%
428
404
$23K 0.02%
1,063
405
$23K 0.02%
3,472
406
$23K 0.02%
744
+594
407
$22.7K 0.02%
777
+595
408
$22.6K 0.02%
79
409
$22.5K 0.02%
+403
410
$22.3K 0.02%
652
411
$22.3K 0.02%
1,832
412
$22.3K 0.02%
635
413
$22.2K 0.02%
163
-157
414
$22.2K 0.02%
294
415
$22.2K 0.02%
104
416
$22K 0.02%
+647
417
$22K 0.02%
778
-402
418
$22K 0.02%
334
419
$21.9K 0.02%
1,654
420
$21.8K 0.02%
405
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421
$21.8K 0.02%
1,470
422
$21.8K 0.02%
388
423
$21.7K 0.02%
595
424
$21.6K 0.02%
183
425
$21.5K 0.02%
920