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
851
$3.23K ﹤0.01%
23
852
$3.23K ﹤0.01%
146
+46
853
$3.22K ﹤0.01%
58
854
$3.19K ﹤0.01%
110
855
$3.18K ﹤0.01%
71
856
$3.13K ﹤0.01%
112
857
$3.1K ﹤0.01%
216
858
$3.06K ﹤0.01%
79
859
$3.01K ﹤0.01%
240
860
$2.99K ﹤0.01%
92
861
$2.97K ﹤0.01%
74
862
$2.93K ﹤0.01%
29
863
$2.88K ﹤0.01%
21
864
$2.78K ﹤0.01%
93
865
$2.73K ﹤0.01%
73
866
$2.65K ﹤0.01%
51
867
$2.63K ﹤0.01%
27
868
$2.59K ﹤0.01%
63
869
$2.5K ﹤0.01%
224
870
$2.49K ﹤0.01%
54
871
$2.44K ﹤0.01%
36
872
$2.38K ﹤0.01%
28
873
$2.36K ﹤0.01%
90
-111
874
$2.26K ﹤0.01%
92
875
$2.22K ﹤0.01%
65
33 34
35
36 37