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
751
$5.86K 0.01%
149
752
$5.81K 0.01%
102
753
$5.8K 0.01%
+247
754
$5.75K 0.01%
152
755
$5.73K 0.01%
77
756
$5.73K 0.01%
55
757
$5.72K 0.01%
190
+1
758
$5.7K 0.01%
774
759
$5.69K 0.01%
893
760
$5.68K 0.01%
1,069
761
$5.63K 0.01%
154
+60
762
$5.61K 0.01%
288
+180
763
$5.58K 0.01%
+177
764
$5.58K 0.01%
244
765
$5.55K 0.01%
179
766
$5.52K 0.01%
120
767
$5.52K 0.01%
215
768
$5.41K 0.01%
+76
769
$5.28K 0.01%
320
770
$5.22K ﹤0.01%
169
771
$5.12K ﹤0.01%
144
772
$5.08K ﹤0.01%
+419
773
$5.05K ﹤0.01%
280
774
$5.05K ﹤0.01%
79
775
$5K ﹤0.01%
790