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
526
$14.4K 0.01%
761
+290
527
$14.4K 0.01%
1,482
+1,051
528
$14.3K 0.01%
704
529
$14.3K 0.01%
+380
530
$14.3K 0.01%
735
531
$14.3K 0.01%
186
532
$14.2K 0.01%
329
533
$14.2K 0.01%
452
534
$14.2K 0.01%
353
535
$14.2K 0.01%
170
536
$14.1K 0.01%
262
537
$14K 0.01%
332
538
$14K 0.01%
557
539
$14K 0.01%
+799
540
$14K 0.01%
933
+845
541
$13.8K 0.01%
187
542
$13.8K 0.01%
373
543
$13.8K 0.01%
1,102
544
$13.7K 0.01%
204
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545
$13.7K 0.01%
474
546
$13.7K 0.01%
905
547
$13.7K 0.01%
+55
548
$13.6K 0.01%
497
+329
549
$13.6K 0.01%
743
550
$13.4K 0.01%
+349