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
401
$23.8K 0.02%
501
402
$23.8K 0.02%
821
-398
403
$23.7K 0.02%
2,880
404
$23.6K 0.02%
590
+484
405
$23.5K 0.02%
921
406
$23.4K 0.02%
517
407
$23.2K 0.02%
496
408
$23K 0.02%
428
409
$23K 0.02%
1,063
410
$23K 0.02%
3,472
411
$23K 0.02%
744
+594
412
$22.7K 0.02%
777
+595
413
$22.6K 0.02%
79
414
$22.5K 0.02%
+403
415
$22.3K 0.02%
652
416
$22.3K 0.02%
1,832
417
$22.3K 0.02%
635
418
$22.2K 0.02%
163
-157
419
$22.2K 0.02%
294
420
$22.2K 0.02%
104
421
$22K 0.02%
+647
422
$22K 0.02%
778
-402
423
$22K 0.02%
334
424
$21.9K 0.02%
1,654
425
$21.8K 0.02%
405
+206
15 16
17
18 19