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
601
$11.1K 0.01%
+194
602
$11K 0.01%
416
603
$11K 0.01%
173
604
$11K 0.01%
544
605
$10.9K 0.01%
368
606
$10.9K 0.01%
690
607
$10.9K 0.01%
476
608
$10.9K 0.01%
591
609
$10.9K 0.01%
1,436
610
$10.8K 0.01%
+492
611
$10.7K 0.01%
449
612
$10.7K 0.01%
414
+288
613
$10.6K 0.01%
305
614
$10.5K 0.01%
385
615
$10.5K 0.01%
445
616
$10.5K 0.01%
718
617
$10.4K 0.01%
+556
618
$10.4K 0.01%
182
619
$10.3K 0.01%
398
+262
620
$10.3K 0.01%
4,150
621
$10.2K 0.01%
161
622
$10.2K 0.01%
256
623
$10.2K 0.01%
424
624
$10.2K 0.01%
+241
625
$10.2K 0.01%
437