SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 5.88%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$375K 0.35%
10,660
-360
52
$368K 0.35%
5,002
-326
53
$347K 0.33%
10,562
+349
54
$341K 0.32%
3,482
+50
55
$340K 0.32%
9,820
56
$336K 0.32%
10,320
57
$331K 0.31%
23,664
+72
58
$330K 0.31%
5,780
+60
59
$319K 0.3%
7,803
+3
60
$318K 0.3%
10,928
61
$318K 0.3%
8,228
62
$318K 0.3%
5,129
63
$310K 0.29%
3,552
64
$305K 0.29%
3,857
65
$303K 0.29%
4,838
66
$303K 0.29%
10,544
67
$301K 0.28%
1,214
68
$300K 0.28%
2,124
69
$298K 0.28%
4,172
+281
70
$297K 0.28%
3,617
-64
71
$276K 0.26%
4,071
72
$272K 0.26%
10,062
-32,193
73
$262K 0.25%
2,964
-99
74
$248K 0.23%
2,299
75
$247K 0.23%
3,820
1 2
3
4 5