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
951
$648 ﹤0.01%
6
952
$647 ﹤0.01%
30
953
$644 ﹤0.01%
21
954
$641 ﹤0.01%
23
955
$641 ﹤0.01%
16
956
$637 ﹤0.01%
16
957
$632 ﹤0.01%
34
-162
958
$618 ﹤0.01%
9
959
$612 ﹤0.01%
20
960
$609 ﹤0.01%
21
961
$602 ﹤0.01%
9
962
$597 ﹤0.01%
9
963
$594 ﹤0.01%
8
964
$573 ﹤0.01%
4
965
$555 ﹤0.01%
7
966
$555 ﹤0.01%
8
967
$534 ﹤0.01%
11
968
$533 ﹤0.01%
27
969
$532 ﹤0.01%
5
970
$515 ﹤0.01%
67
971
$502 ﹤0.01%
19
972
$475 ﹤0.01%
10
-97
973
$470 ﹤0.01%
7
974
$465 ﹤0.01%
11
975
$465 ﹤0.01%
16
37 38
39
40 41