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
476
$17.6K 0.02%
456
477
$17.6K 0.02%
521
478
$17.5K 0.02%
407
479
$17.4K 0.02%
+154
480
$17.2K 0.02%
813
-438
481
$17.2K 0.02%
+502
482
$17.2K 0.02%
700
483
$17.1K 0.02%
710
484
$17.1K 0.02%
113
485
$16.8K 0.02%
522
486
$16.8K 0.02%
452
487
$16.8K 0.02%
405
488
$16.7K 0.02%
810
489
$16.7K 0.02%
572
490
$16.7K 0.02%
467
491
$16.5K 0.02%
578
492
$16.5K 0.02%
326
493
$16.4K 0.02%
620
494
$16.3K 0.02%
283
495
$16.2K 0.02%
387
496
$16.2K 0.02%
922
497
$16.1K 0.02%
784
498
$16.1K 0.02%
1,540
499
$16.1K 0.02%
910
+344
500
$16K 0.02%
1,018