SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 5.88%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$634K 0.6%
11,352
+100
27
$616K 0.58%
7,271
+2,061
28
$587K 0.55%
4,045
+4
29
$568K 0.54%
4,984
30
$563K 0.53%
9,060
+660
31
$552K 0.52%
6,516
+62
32
$551K 0.52%
16,878
-958
33
$543K 0.51%
5,407
34
$538K 0.51%
39,690
-550
35
$528K 0.5%
3,647
+34
36
$513K 0.48%
10,844
+557
37
$512K 0.48%
15,623
38
$504K 0.48%
4,409
39
$491K 0.46%
11,185
-1,085
40
$486K 0.46%
14,154
+693
41
$476K 0.45%
6,509
+2,200
42
$468K 0.44%
3,885
-133
43
$462K 0.44%
12,900
+460
44
$459K 0.43%
8,342
-212
45
$427K 0.4%
5,127
46
$423K 0.4%
3,991
+40
47
$418K 0.4%
31,534
+1,349
48
$392K 0.37%
5,284
49
$385K 0.36%
2,533
50
$377K 0.36%
11,596
-789
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2
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