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
926
$992 ﹤0.01%
26
927
$970 ﹤0.01%
6
928
$955 ﹤0.01%
8
929
$902 ﹤0.01%
5
930
$851 ﹤0.01%
8
931
$826 ﹤0.01%
19
+12
932
$817 ﹤0.01%
23
933
$815 ﹤0.01%
18
934
$813 ﹤0.01%
45
-885
935
$812 ﹤0.01%
15
936
$798 ﹤0.01%
12
937
$791 ﹤0.01%
128
-171
938
$774 ﹤0.01%
28
939
$770 ﹤0.01%
11
940
$754 ﹤0.01%
8
941
$754 ﹤0.01%
35
942
$730 ﹤0.01%
9
943
$729 ﹤0.01%
11
944
$708 ﹤0.01%
+11
945
$707 ﹤0.01%
10
946
$706 ﹤0.01%
25
947
$693 ﹤0.01%
41
948
$689 ﹤0.01%
6
949
$682 ﹤0.01%
4
950
$678 ﹤0.01%
15
36 37
38
39 40