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
776
$5K ﹤0.01%
539
777
$5K ﹤0.01%
231
-48
778
$4.99K ﹤0.01%
44
779
$4.96K ﹤0.01%
49
780
$4.96K ﹤0.01%
72
781
$4.96K ﹤0.01%
150
782
$4.95K ﹤0.01%
344
783
$4.91K ﹤0.01%
356
784
$4.9K ﹤0.01%
133
785
$4.89K ﹤0.01%
82
-280
786
$4.82K ﹤0.01%
66
787
$4.78K ﹤0.01%
475
788
$4.77K ﹤0.01%
132
789
$4.69K ﹤0.01%
418
790
$4.66K ﹤0.01%
87
791
$4.64K ﹤0.01%
52
792
$4.56K ﹤0.01%
210
793
$4.54K ﹤0.01%
30
-180
794
$4.53K ﹤0.01%
573
795
$4.53K ﹤0.01%
48
796
$4.52K ﹤0.01%
124
797
$4.5K ﹤0.01%
73
798
$4.48K ﹤0.01%
70
-221
799
$4.45K ﹤0.01%
276
800
$4.45K ﹤0.01%
303
30 31
32
33 34