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
526
$14.8K 0.01%
389
527
$14.7K 0.01%
567
+4
528
$14.6K 0.01%
477
529
$14.6K 0.01%
239
530
$14.5K 0.01%
133
531
$14.4K 0.01%
761
+290
532
$14.4K 0.01%
1,482
+1,051
533
$14.3K 0.01%
704
534
$14.3K 0.01%
+380
535
$14.3K 0.01%
735
536
$14.3K 0.01%
186
537
$14.2K 0.01%
329
538
$14.2K 0.01%
452
539
$14.2K 0.01%
353
540
$14.2K 0.01%
170
541
$14.1K 0.01%
262
542
$14K 0.01%
332
543
$14K 0.01%
557
544
$14K 0.01%
+799
545
$14K 0.01%
933
+845
546
$13.8K 0.01%
187
547
$13.8K 0.01%
373
548
$13.8K 0.01%
1,102
549
$13.7K 0.01%
204
+180
550
$13.7K 0.01%
474