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
551
$13.7K 0.01%
905
552
$13.7K 0.01%
+55
553
$13.6K 0.01%
497
+329
554
$13.6K 0.01%
743
555
$13.4K 0.01%
349
+173
556
$13.3K 0.01%
309
+191
557
$13.2K 0.01%
302
558
$13.2K 0.01%
237
559
$13.2K 0.01%
561
560
$13.2K 0.01%
79
561
$13.1K 0.01%
350
562
$13.1K 0.01%
+11
563
$13K 0.01%
+992
564
$13K 0.01%
136
565
$13K 0.01%
456
566
$13K 0.01%
609
+217
567
$13K 0.01%
259
568
$12.9K 0.01%
174
569
$12.7K 0.01%
190
570
$12.7K 0.01%
288
571
$12.6K 0.01%
348
572
$12.6K 0.01%
506
+286
573
$12.6K 0.01%
572
574
$12.4K 0.01%
255
+170
575
$12.3K 0.01%
870
+15