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
1001
$329 ﹤0.01%
13
1002
$324 ﹤0.01%
19
1003
$324 ﹤0.01%
3
1004
$317 ﹤0.01%
11
1005
$306 ﹤0.01%
12
1006
$288 ﹤0.01%
+12
1007
– –
0
1008
$285 ﹤0.01%
50
1009
$266 ﹤0.01%
20
1010
$256 ﹤0.01%
8
1011
$253 ﹤0.01%
+4
1012
$246 ﹤0.01%
18
1013
$221 ﹤0.01%
31
1014
$216 ﹤0.01%
5
1015
$201 ﹤0.01%
78
1016
$196 ﹤0.01%
+13
1017
$151 ﹤0.01%
6
1018
$145 ﹤0.01%
6
1019
$138 ﹤0.01%
1
1020
$81 ﹤0.01%
336
1021
$63 ﹤0.01%
6
1022
$16 ﹤0.01%
1
1023
– –
-18
1024
– –
-343
1025
– –
-170
39 40
41
42 43