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
826
$4.12K ﹤0.01%
128
827
$4.11K ﹤0.01%
108
828
$4.1K ﹤0.01%
223
-787
829
$4.09K ﹤0.01%
218
830
$4.08K ﹤0.01%
72
831
$4.05K ﹤0.01%
440
832
$4.02K ﹤0.01%
80
833
$4K ﹤0.01%
352
834
$3.96K ﹤0.01%
66
835
$3.96K ﹤0.01%
93
836
$3.9K ﹤0.01%
50
-157
837
$3.73K ﹤0.01%
62
838
$3.71K ﹤0.01%
336
839
$3.63K ﹤0.01%
68
840
$3.62K ﹤0.01%
146
841
$3.6K ﹤0.01%
243
842
$3.57K ﹤0.01%
299
843
$3.52K ﹤0.01%
63
844
$3.51K ﹤0.01%
67
845
$3.46K ﹤0.01%
238
846
$3.39K ﹤0.01%
126
847
$3.37K ﹤0.01%
164
848
$3.35K ﹤0.01%
95
849
$3.26K ﹤0.01%
58
850
$3.25K ﹤0.01%
79
32 33
34
35 36