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
801
$4.45K ﹤0.01%
+484
802
$4.44K ﹤0.01%
108
803
$4.44K ﹤0.01%
17
804
$4.41K ﹤0.01%
347
805
$4.41K ﹤0.01%
49
806
$4.39K ﹤0.01%
229
807
$4.38K ﹤0.01%
99
-466
808
$4.37K ﹤0.01%
246
809
$4.37K ﹤0.01%
59
-391
810
$4.33K ﹤0.01%
102
811
$4.33K ﹤0.01%
190
-270
812
$4.31K ﹤0.01%
351
-563
813
$4.31K ﹤0.01%
219
+16
814
$4.28K ﹤0.01%
261
+15
815
$4.26K ﹤0.01%
152
-1,068
816
$4.23K ﹤0.01%
93
+11
817
$4.22K ﹤0.01%
148
-559
818
$4.21K ﹤0.01%
600
819
$4.21K ﹤0.01%
+120
820
$4.19K ﹤0.01%
46
821
$4.18K ﹤0.01%
303
-1,570
822
$4.16K ﹤0.01%
711
-1,152
823
$4.14K ﹤0.01%
+183
824
$4.13K ﹤0.01%
124
825
$4.12K ﹤0.01%
58
-196
31 32
33
34 35