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
1
$11.5M 10.81%
699,052
+15,890
2
$7.8M 7.37%
940,686
+11,640
3
$3.58M 3.38%
66,228
-226
4
$3.42M 3.23%
160,718
+265
5
$3M 2.84%
587,873
+45,783
6
$2.57M 2.43%
21,993
+120
7
$2.11M 1.99%
17,215
-84
8
$2.1M 1.98%
155,116
+5,416
9
$1.87M 1.77%
17,845
+514
10
$1.79M 1.69%
42,612
+996
11
$1.77M 1.67%
33,400
-982
12
$1.38M 1.3%
14,730
+118
13
$1.38M 1.3%
57,564
+992
14
$1.26M 1.19%
10,361
-135
15
$1.13M 1.07%
19,464
+264
16
$1.01M 0.95%
19,689
-146
17
$946K 0.89%
11,097
+808
18
$869K 0.82%
15,753
+220
19
$868K 0.82%
5,755
-113
20
$834K 0.79%
12,101
-786
21
$811K 0.77%
17,886
-306
22
$734K 0.69%
6,291
-682
23
$695K 0.66%
20,806
+246
24
$692K 0.65%
6,801
-184
25
$678K 0.64%
5,312
+87
1
2 3 4 5