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
576
$12.2K 0.01%
153
577
$12.2K 0.01%
395
578
$12.1K 0.01%
198
579
$12.1K 0.01%
959
+841
580
$12K 0.01%
+303
581
$12K 0.01%
412
582
$11.7K 0.01%
324
+248
583
$11.7K 0.01%
82
584
$11.7K 0.01%
244
585
$11.7K 0.01%
275
586
$11.6K 0.01%
+253
587
$11.6K 0.01%
445
588
$11.6K 0.01%
61
589
$11.6K 0.01%
178
590
$11.5K 0.01%
121
591
$11.5K 0.01%
232
592
$11.4K 0.01%
+711
593
$11.4K 0.01%
586
594
$11.3K 0.01%
45
+15
595
$11.3K 0.01%
269
596
$11.2K 0.01%
206
597
$11.2K 0.01%
325
598
$11.1K 0.01%
280
599
$11.1K 0.01%
149
600
$11.1K 0.01%
986
+339