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
651
$9.19K 0.01%
208
652
$9.16K 0.01%
+448
653
$9.14K 0.01%
230
654
$9.11K 0.01%
387
655
$9.09K 0.01%
912
656
$8.93K 0.01%
525
657
$8.89K 0.01%
40
+32
658
$8.78K 0.01%
513
659
$8.76K 0.01%
+722
660
$8.76K 0.01%
415
661
$8.75K 0.01%
+190
662
$8.71K 0.01%
589
663
$8.68K 0.01%
+195
664
$8.68K 0.01%
902
665
$8.63K 0.01%
145
666
$8.6K 0.01%
479
667
$8.53K 0.01%
+108
668
$8.53K 0.01%
234
669
$8.52K 0.01%
917
670
$8.42K 0.01%
+451
671
$8.36K 0.01%
312
-1,836
672
$8.3K 0.01%
76
673
$8.28K 0.01%
124
674
$8.26K 0.01%
1,420
675
$8.26K 0.01%
+234