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
701
$7.1K 0.01%
61
702
$7.09K 0.01%
374
703
$7.09K 0.01%
192
+75
704
$7.08K 0.01%
+377
705
$7.06K 0.01%
231
706
$7.06K 0.01%
308
707
$7.05K 0.01%
249
-920
708
$7.04K 0.01%
840
709
$7.04K 0.01%
564
710
$7K 0.01%
248
711
$6.99K 0.01%
390
712
$6.96K 0.01%
53
713
$6.92K 0.01%
+115
714
$6.85K 0.01%
101
715
$6.82K 0.01%
222
716
$6.82K 0.01%
+658
717
$6.77K 0.01%
241
718
$6.75K 0.01%
+72
719
$6.73K 0.01%
157
720
$6.73K 0.01%
51
721
$6.67K 0.01%
+191
722
$6.63K 0.01%
+393
723
$6.6K 0.01%
51
724
$6.59K 0.01%
58
725
$6.55K 0.01%
206
27 28
29
30 31