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
876
$2.22K ﹤0.01%
120
877
$2.19K ﹤0.01%
87
878
$2.17K ﹤0.01%
40
879
$2.15K ﹤0.01%
23
880
$2.13K ﹤0.01%
18
881
$2.08K ﹤0.01%
47
882
$2.08K ﹤0.01%
46
883
$2.07K ﹤0.01%
81
884
$2.05K ﹤0.01%
40
885
$1.99K ﹤0.01%
32
886
$1.98K ﹤0.01%
19
887
$1.96K ﹤0.01%
33
888
$1.96K ﹤0.01%
56
889
$1.86K ﹤0.01%
97
890
$1.85K ﹤0.01%
22
891
$1.81K ﹤0.01%
74
892
$1.8K ﹤0.01%
13
893
$1.74K ﹤0.01%
34
894
$1.73K ﹤0.01%
88
895
$1.73K ﹤0.01%
122
896
$1.65K ﹤0.01%
20
897
$1.64K ﹤0.01%
55
898
$1.61K ﹤0.01%
30
-337
899
$1.61K ﹤0.01%
117
-29
900
$1.6K ﹤0.01%
24
34 35
36
37 38