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
426
$21.8K 0.02%
1,470
427
$21.8K 0.02%
388
428
$21.7K 0.02%
595
429
$21.6K 0.02%
183
430
$21.5K 0.02%
920
431
$21.5K 0.02%
627
+194
432
$21.2K 0.02%
347
433
$21.2K 0.02%
371
434
$21.1K 0.02%
873
435
$21.1K 0.02%
578
436
$21K 0.02%
1,128
437
$20.9K 0.02%
437
438
$20.8K 0.02%
627
439
$20.5K 0.02%
762
440
$20.4K 0.02%
1,434
+108
441
$20.4K 0.02%
386
442
$20.3K 0.02%
173
443
$20.3K 0.02%
319
-130
444
$20.2K 0.02%
2,322
445
$20K 0.02%
390
446
$20K 0.02%
+1,381
447
$20K 0.02%
552
448
$19.9K 0.02%
57
+36
449
$19.8K 0.02%
652
450
$19.8K 0.02%
287
+196