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
651
$8.76K 0.01%
+722
652
$8.76K 0.01%
415
653
$8.75K 0.01%
+190
654
$8.71K 0.01%
589
655
$8.68K 0.01%
+195
656
$8.68K 0.01%
902
657
$8.63K 0.01%
145
658
$8.6K 0.01%
479
659
$8.53K 0.01%
+108
660
$8.53K 0.01%
234
661
$8.52K 0.01%
917
662
$8.42K 0.01%
+451
663
$8.36K 0.01%
312
-1,836
664
$8.3K 0.01%
76
665
$8.28K 0.01%
124
666
$8.26K 0.01%
1,420
667
$8.26K 0.01%
+234
668
$8.25K 0.01%
475
669
$8.15K 0.01%
+347
670
$8.05K 0.01%
1,298
671
$7.87K 0.01%
+771
672
$7.85K 0.01%
833
673
$7.85K 0.01%
600
+34
674
$7.84K 0.01%
+37
675
$7.83K 0.01%
397