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
676
$8.25K 0.01%
475
677
$8.15K 0.01%
+347
678
$8.05K 0.01%
1,298
679
$7.87K 0.01%
+771
680
$7.85K 0.01%
833
681
$7.85K 0.01%
600
+34
682
$7.84K 0.01%
+37
683
$7.83K 0.01%
397
684
$7.79K 0.01%
287
685
$7.73K 0.01%
870
686
$7.67K 0.01%
369
687
$7.63K 0.01%
132
688
$7.6K 0.01%
197
689
$7.56K 0.01%
67
690
$7.53K 0.01%
+405
691
$7.5K 0.01%
613
692
$7.5K 0.01%
552
693
$7.46K 0.01%
180
694
$7.42K 0.01%
249
695
$7.37K 0.01%
265
696
$7.33K 0.01%
1,084
697
$7.26K 0.01%
486
698
$7.17K 0.01%
+221
699
$7.14K 0.01%
9
-18
700
$7.14K 0.01%
211
26 27
28
29 30