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
426
$21.5K 0.02%
627
+194
427
$21.2K 0.02%
347
428
$21.2K 0.02%
371
429
$21.1K 0.02%
873
430
$21.1K 0.02%
578
431
$21K 0.02%
1,128
432
$20.9K 0.02%
437
433
$20.8K 0.02%
627
434
$20.5K 0.02%
762
435
$20.4K 0.02%
1,434
+108
436
$20.4K 0.02%
386
437
$20.3K 0.02%
173
438
$20.3K 0.02%
319
-130
439
$20.2K 0.02%
2,322
440
$20K 0.02%
390
441
$20K 0.02%
+1,381
442
$20K 0.02%
552
443
$19.9K 0.02%
57
+36
444
$19.8K 0.02%
652
445
$19.8K 0.02%
287
+196
446
$19.8K 0.02%
254
447
$19.5K 0.02%
278
448
$19.3K 0.02%
239
449
$19.1K 0.02%
328
450
$19.1K 0.02%
477