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
501
$16.2K 0.02%
922
502
$16.1K 0.02%
784
503
$16.1K 0.02%
1,540
504
$16.1K 0.02%
910
+344
505
$16K 0.02%
1,018
506
$15.8K 0.02%
62
507
$15.8K 0.01%
372
508
$15.8K 0.01%
651
-155
509
$15.7K 0.01%
417
510
$15.6K 0.01%
342
511
$15.5K 0.01%
227
+226
512
$15.4K 0.01%
180
513
$15.4K 0.01%
324
+156
514
$15.4K 0.01%
124
515
$15.3K 0.01%
306
516
$15.2K 0.01%
176
517
$15.2K 0.01%
164
518
$15.1K 0.01%
992
+160
519
$15.1K 0.01%
427
520
$15.1K 0.01%
760
521
$15K 0.01%
706
+10
522
$15K 0.01%
566
523
$14.9K 0.01%
617
524
$14.8K 0.01%
558
+385
525
$14.8K 0.01%
568