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
451
$19.8K 0.02%
254
452
$19.5K 0.02%
278
453
$19.3K 0.02%
239
454
$19.1K 0.02%
328
455
$19.1K 0.02%
477
456
$19K 0.02%
651
457
$18.9K 0.02%
501
458
$18.9K 0.02%
393
459
$18.9K 0.02%
288
460
$18.8K 0.02%
424
461
$18.7K 0.02%
468
462
$18.6K 0.02%
720
463
$18.6K 0.02%
1,540
464
$18.6K 0.02%
202
465
$18.5K 0.02%
+1,102
466
$18.4K 0.02%
2,311
+1,049
467
$18.3K 0.02%
670
468
$18.3K 0.02%
164
469
$18.2K 0.02%
792
470
$18.2K 0.02%
306
+85
471
$18.2K 0.02%
549
-115
472
$18K 0.02%
94
473
$18K 0.02%
4,529
474
$17.9K 0.02%
445
475
$17.9K 0.02%
1,686
17 18
19
20 21