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
901
$1.6K ﹤0.01%
71
902
$1.56K ﹤0.01%
24
903
$1.55K ﹤0.01%
33
904
$1.47K ﹤0.01%
17
905
$1.45K ﹤0.01%
16
-87
906
$1.42K ﹤0.01%
106
907
$1.41K ﹤0.01%
61
908
$1.31K ﹤0.01%
22
909
$1.31K ﹤0.01%
39
-6
910
$1.27K ﹤0.01%
20
911
$1.26K ﹤0.01%
169
912
$1.25K ﹤0.01%
68
-305
913
$1.25K ﹤0.01%
140
914
$1.21K ﹤0.01%
50
915
$1.19K ﹤0.01%
47
916
$1.16K ﹤0.01%
26
917
$1.16K ﹤0.01%
9
918
$1.15K ﹤0.01%
62
919
$1.13K ﹤0.01%
20
920
$1.1K ﹤0.01%
24
921
$1.08K ﹤0.01%
44
922
$1.08K ﹤0.01%
43
923
$1.04K ﹤0.01%
10
924
$1.03K ﹤0.01%
21
925
$1.02K ﹤0.01%
17
35 36
37
38 39