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
976
$462 ﹤0.01%
9
977
$451 ﹤0.01%
9
978
$447 ﹤0.01%
7
979
$442 ﹤0.01%
9
980
$440 ﹤0.01%
37
981
$440 ﹤0.01%
30
982
$440 ﹤0.01%
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983
$438 ﹤0.01%
20
984
$436 ﹤0.01%
11
985
$428 ﹤0.01%
12
986
$428 ﹤0.01%
6
987
$425 ﹤0.01%
12
+5
988
$416 ﹤0.01%
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989
$412 ﹤0.01%
22
990
$410 ﹤0.01%
14
991
$399 ﹤0.01%
60
992
$394 ﹤0.01%
21
993
$391 ﹤0.01%
3
-5
994
$391 ﹤0.01%
17
995
$385 ﹤0.01%
14
996
$382 ﹤0.01%
13
997
$381 ﹤0.01%
+26
998
$377 ﹤0.01%
14
999
$363 ﹤0.01%
4
1000
$330 ﹤0.01%
7
38 39
40
41 42