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
626
$9.85K 0.01%
201
627
$9.74K 0.01%
704
628
$9.64K 0.01%
330
629
$9.54K 0.01%
+466
630
$9.5K 0.01%
+378
631
$9.49K 0.01%
262
632
$9.48K 0.01%
423
633
$9.46K 0.01%
37
634
$9.44K 0.01%
9
635
$9.41K 0.01%
519
636
$9.39K 0.01%
+103
637
$9.35K 0.01%
586
638
$9.34K 0.01%
+317
639
$9.32K 0.01%
1,154
640
$9.23K 0.01%
492
641
$9.22K 0.01%
496
642
$9.21K 0.01%
237
+175
643
$9.19K 0.01%
208
644
$9.16K 0.01%
+448
645
$9.14K 0.01%
230
646
$9.11K 0.01%
387
647
$9.09K 0.01%
912
648
$8.93K 0.01%
525
649
$8.89K 0.01%
40
+32
650
$8.78K 0.01%
513