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
576
$11.7K 0.01%
324
+248
577
$11.7K 0.01%
82
578
$11.7K 0.01%
244
579
$11.7K 0.01%
275
580
$11.6K 0.01%
+253
581
$11.6K 0.01%
445
582
$11.6K 0.01%
61
583
$11.6K 0.01%
178
584
$11.5K 0.01%
121
585
$11.5K 0.01%
232
586
$11.4K 0.01%
+711
587
$11.4K 0.01%
586
588
$11.3K 0.01%
45
+15
589
$11.3K 0.01%
269
590
$11.2K 0.01%
206
591
$11.2K 0.01%
325
592
$11.1K 0.01%
280
593
$11.1K 0.01%
149
594
$11.1K 0.01%
986
+339
595
$11.1K 0.01%
+194
596
$11K 0.01%
416
597
$11K 0.01%
544
598
$10.9K 0.01%
368
599
$10.9K 0.01%
690
600
$10.9K 0.01%
476