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
626
$10.2K 0.01%
141
627
$10.2K 0.01%
687
628
$10.2K 0.01%
85
629
$10.2K 0.01%
8,640
630
$10K 0.01%
100
631
$10K 0.01%
+375
632
$9.99K 0.01%
+552
633
$9.95K 0.01%
267
634
$9.85K 0.01%
201
635
$9.74K 0.01%
704
636
$9.64K 0.01%
330
637
$9.54K 0.01%
+466
638
$9.5K 0.01%
+378
639
$9.49K 0.01%
262
640
$9.48K 0.01%
423
641
$9.46K 0.01%
37
642
$9.44K 0.01%
9
643
$9.41K 0.01%
519
644
$9.39K 0.01%
+103
645
$9.35K 0.01%
586
646
$9.34K 0.01%
+317
647
$9.32K 0.01%
1,154
648
$9.23K 0.01%
492
649
$9.22K 0.01%
496
650
$9.21K 0.01%
237
+175