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
176
$101K 0.1%
3,024
177
$98.4K 0.09%
1,944
178
$98.2K 0.09%
3,879
179
$97.8K 0.09%
623
+20
180
$96.6K 0.09%
2,986
181
$95.7K 0.09%
3,690
+11
182
$94.5K 0.09%
8,556
183
$93.3K 0.09%
1,949
184
$92K 0.09%
3,625
185
$91.5K 0.09%
10,755
+83
186
$91K 0.09%
4,188
+178
187
$90.9K 0.09%
1,470
188
$89.9K 0.08%
72
189
$89.6K 0.08%
1,447
190
$85.3K 0.08%
1,328
191
$85.2K 0.08%
1,286
-2
192
$84.8K 0.08%
1,047
193
$83.7K 0.08%
2,098
-1,506
194
$83.6K 0.08%
1,166
-1,159
195
$83.5K 0.08%
3,324
196
$82.8K 0.08%
747
197
$79.3K 0.07%
3,903
198
$77.9K 0.07%
1,804
-2,839
199
$76.5K 0.07%
1,336
200
$76.5K 0.07%
1,189
6 7
8
9 10