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
726
$6.55K 0.01%
+986
727
$6.55K 0.01%
140
+31
728
$6.52K 0.01%
993
729
$6.51K 0.01%
94
730
$6.37K 0.01%
349
731
$6.29K 0.01%
248
732
$6.29K 0.01%
70
733
$6.28K 0.01%
+1,085
734
$6.27K 0.01%
80
735
$6.25K 0.01%
449
736
$6.23K 0.01%
380
737
$6.21K 0.01%
366
738
$6.21K 0.01%
+228
739
$6.19K 0.01%
378
740
$6.16K 0.01%
135
741
$6.14K 0.01%
+125
742
$6.14K 0.01%
86
-100
743
$6.05K 0.01%
81
744
$6.02K 0.01%
89
745
$5.99K 0.01%
111
746
$5.93K 0.01%
+576
747
$5.92K 0.01%
552
748
$5.87K 0.01%
126
749
$5.87K 0.01%
60
750
$5.87K 0.01%
219
28 29
30
31 32