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
476
$17.8K 0.02%
35
477
$17.8K 0.02%
276
+155
478
$17.7K 0.02%
242
479
$17.7K 0.02%
202
+64
480
$17.6K 0.02%
2,177
481
$17.6K 0.02%
456
482
$17.6K 0.02%
521
483
$17.5K 0.02%
407
484
$17.4K 0.02%
+154
485
$17.2K 0.02%
813
-438
486
$17.2K 0.02%
+502
487
$17.2K 0.02%
700
488
$17.1K 0.02%
710
489
$17.1K 0.02%
113
490
$16.8K 0.02%
522
491
$16.8K 0.02%
452
492
$16.8K 0.02%
405
493
$16.7K 0.02%
810
494
$16.7K 0.02%
572
495
$16.7K 0.02%
467
496
$16.5K 0.02%
578
497
$16.5K 0.02%
326
498
$16.4K 0.02%
620
499
$16.3K 0.02%
283
500
$16.2K 0.02%
387