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
451
$19K 0.02%
651
452
$18.9K 0.02%
501
453
$18.9K 0.02%
288
454
$18.9K 0.02%
393
455
$18.8K 0.02%
424
456
$18.7K 0.02%
468
457
$18.6K 0.02%
720
458
$18.6K 0.02%
1,540
459
$18.6K 0.02%
202
460
$18.5K 0.02%
+1,102
461
$18.4K 0.02%
2,311
+1,049
462
$18.3K 0.02%
670
463
$18.3K 0.02%
164
464
$18.2K 0.02%
792
465
$18.2K 0.02%
306
+85
466
$18.2K 0.02%
549
-115
467
$18K 0.02%
94
468
$18K 0.02%
4,529
469
$17.9K 0.02%
445
470
$17.9K 0.02%
1,686
471
$17.8K 0.02%
35
472
$17.8K 0.02%
276
+155
473
$17.7K 0.02%
242
474
$17.7K 0.02%
202
+64
475
$17.6K 0.02%
2,177