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
126
$148K 0.14%
4,672
127
$147K 0.14%
1,079
+3
128
$147K 0.14%
2,107
129
$146K 0.14%
1,700
+100
130
$145K 0.14%
3,351
131
$145K 0.14%
1,825
132
$142K 0.13%
1,612
133
$141K 0.13%
5,340
134
$140K 0.13%
3,090
135
$140K 0.13%
4,173
136
$140K 0.13%
1,843
137
$139K 0.13%
1,667
-678
138
$139K 0.13%
1,055
139
$135K 0.13%
591
+10
140
$135K 0.13%
862
141
$132K 0.12%
2,353
142
$131K 0.12%
1,040
143
$131K 0.12%
6,398
144
$129K 0.12%
4,339
145
$128K 0.12%
4,894
146
$127K 0.12%
902
147
$127K 0.12%
602
148
$126K 0.12%
1,811
149
$126K 0.12%
2,279
150
$124K 0.12%
902
+101
4 5
6
7 8