SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 5.88%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.23%
2,407
77
$241K 0.23%
4,504
78
$237K 0.22%
5,214
-373
79
$230K 0.22%
7,064
80
$229K 0.22%
1,922
81
$225K 0.21%
15,514
-1,754
82
$224K 0.21%
3,685
83
$220K 0.21%
1,974
84
$219K 0.21%
5,018
85
$218K 0.21%
2,034
86
$215K 0.2%
1,449
+3
87
$210K 0.2%
869
+3
88
$209K 0.2%
2,836
89
$209K 0.2%
2,178
+80
90
$202K 0.19%
1,224
91
$200K 0.19%
1,530
+38
92
$197K 0.19%
5,075
93
$197K 0.19%
1,662
+10
94
$193K 0.18%
4,900
-15
95
$191K 0.18%
2,060
96
$187K 0.18%
4,976
97
$187K 0.18%
13,506
98
$185K 0.18%
2,839
99
$180K 0.17%
5,653
100
$179K 0.17%
21,300
2 3
4
5 6