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
201
$75K 0.07%
586
-101
202
$74.5K 0.07%
1,338
203
$74.2K 0.07%
3,416
+42
204
$72.7K 0.07%
960
205
$70.4K 0.07%
1,478
206
$70.3K 0.07%
1,517
207
$70.1K 0.07%
2,084
208
$70.1K 0.07%
565
209
$69.9K 0.07%
1,102
210
$69.8K 0.07%
1,302
211
$69.5K 0.07%
699
212
$65.3K 0.06%
1,464
213
$65.1K 0.06%
4,809
214
$64.5K 0.06%
2,055
215
$64.2K 0.06%
1,934
216
$63K 0.06%
1,712
217
$62.8K 0.06%
794
218
$62.5K 0.06%
1,056
219
$62.3K 0.06%
2,796
220
$61K 0.06%
1,415
221
$60.5K 0.06%
936
222
$60.2K 0.06%
2,434
223
$59.8K 0.06%
4,756
+988
224
$59.5K 0.06%
1,646
225
$59.3K 0.06%
941
7 8
9
10 11