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
151
$124K 0.12%
1,428
152
$123K 0.12%
1,051
+3
153
$123K 0.12%
358
154
$122K 0.12%
1,059
155
$122K 0.12%
3,432
+401
156
$120K 0.11%
1,826
157
$119K 0.11%
2,351
158
$118K 0.11%
1,139
159
$117K 0.11%
2,156
160
$117K 0.11%
445
161
$115K 0.11%
1,203
162
$114K 0.11%
1,400
163
$113K 0.11%
3,095
164
$109K 0.1%
1,418
165
$109K 0.1%
3,473
166
$108K 0.1%
2,988
167
$108K 0.1%
2,660
168
$106K 0.1%
4,452
169
$105K 0.1%
3,047
170
$105K 0.1%
2,475
-631
171
$105K 0.1%
1,345
172
$104K 0.1%
2,188
173
$103K 0.1%
2,073
+97
174
$102K 0.1%
1,052
+40
175
$102K 0.1%
1,397
5 6
7
8 9