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
551
$13.3K 0.01%
309
+191
552
$13.2K 0.01%
302
553
$13.2K 0.01%
237
554
$13.2K 0.01%
561
555
$13.2K 0.01%
79
556
$13.1K 0.01%
350
557
$13.1K 0.01%
+11
558
$13K 0.01%
136
559
$13K 0.01%
456
560
$13K 0.01%
609
+217
561
$13K 0.01%
259
562
$12.9K 0.01%
174
563
$12.7K 0.01%
190
564
$12.7K 0.01%
288
565
$12.6K 0.01%
348
566
$12.6K 0.01%
506
+286
567
$12.6K 0.01%
572
568
$12.4K 0.01%
255
+170
569
$12.3K 0.01%
870
+15
570
$12.2K 0.01%
153
571
$12.2K 0.01%
395
572
$12.1K 0.01%
198
573
$12.1K 0.01%
959
+841
574
$12K 0.01%
+303
575
$12K 0.01%
412