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
1,083
New
Increased
Reduced
Closed

Top Sells

1 +$852K
2 +$119K
3 +$81.7K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$78.3K
5
EXPE icon
Expedia Group
EXPE
+$74.7K

Sector Composition

1 Financials 18.3%
2 Healthcare 7.72%
3 Technology 7.02%
4 Consumer Staples 5.89%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$6.27K 0.01%
80
727
$6.25K 0.01%
449
728
$6.23K 0.01%
380
729
$6.21K 0.01%
366
730
$6.21K 0.01%
+228
731
$6.19K 0.01%
378
732
$6.16K 0.01%
135
733
$6.14K 0.01%
+125
734
$6.14K 0.01%
86
-100
735
$6.05K 0.01%
81
736
$6.02K 0.01%
89
737
$5.99K 0.01%
111
738
$5.93K 0.01%
+576
739
$5.92K 0.01%
552
740
$5.87K 0.01%
126
741
$5.87K 0.01%
60
742
$5.87K 0.01%
219
743
$5.86K 0.01%
149
744
$5.81K 0.01%
102
745
$5.8K 0.01%
+247
746
$5.75K 0.01%
152
747
$5.73K 0.01%
77
748
$5.73K 0.01%
55
749
$5.72K 0.01%
190
+1
750
$5.7K 0.01%
774