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
501
$15.8K 0.02%
62
502
$15.8K 0.01%
372
503
$15.8K 0.01%
651
-155
504
$15.7K 0.01%
417
505
$15.6K 0.01%
342
506
$15.5K 0.01%
227
+226
507
$15.4K 0.01%
180
508
$15.4K 0.01%
324
+156
509
$15.4K 0.01%
124
510
$15.3K 0.01%
306
511
$15.2K 0.01%
176
512
$15.2K 0.01%
164
513
$15.1K 0.01%
992
+160
514
$15.1K 0.01%
427
515
$15.1K 0.01%
760
516
$15K 0.01%
706
+10
517
$15K 0.01%
566
518
$14.9K 0.01%
617
519
$14.8K 0.01%
558
+385
520
$14.8K 0.01%
568
521
$14.8K 0.01%
389
522
$14.7K 0.01%
567
+4
523
$14.6K 0.01%
477
524
$14.6K 0.01%
239
525
$14.5K 0.01%
133