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
101
$178K 0.17%
2,598
102
$177K 0.17%
12,000
103
$176K 0.17%
1,567
104
$175K 0.17%
837
105
$175K 0.17%
2,252
106
$173K 0.16%
7,101
-30
107
$172K 0.16%
3,215
+103
108
$172K 0.16%
3,245
109
$170K 0.16%
1,158
110
$169K 0.16%
1,111
111
$168K 0.16%
4,712
+543
112
$167K 0.16%
4,150
113
$167K 0.16%
2,337
114
$163K 0.15%
3,200
115
$160K 0.15%
1,233
+69
116
$158K 0.15%
2,182
117
$156K 0.15%
1,981
-244
118
$156K 0.15%
2,968
119
$155K 0.15%
1,960
120
$155K 0.15%
6,476
121
$154K 0.15%
1,949
+30
122
$154K 0.15%
1,937
123
$152K 0.14%
3,878
124
$151K 0.14%
1,772
125
$150K 0.14%
802
+3
3 4
5
6 7