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
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$225K
3
+$218K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$171K
5
CL icon
Colgate-Palmolive
CL
+$157K

Top Sells

1
+$852K
2
+$119K
3
+$81.7K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$78.3K
5
EXPE icon
Expedia Group
EXPE
+$74.7K

Sector Composition

1 Financials 18.3%
2 Healthcare 7.72%
3 Technology 7.02%
4 Consumer Staples 5.89%
5 Industrials 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$58.3K 0.06%
876
227
$57.8K 0.05%
816
228
$57.8K 0.05%
1,523
229
$57.6K 0.05%
542
-687
230
$57.6K 0.05%
1,786
231
$57.5K 0.05%
8,760
232
$57.3K 0.05%
264
233
$56K 0.05%
1,221
234
$54.5K 0.05%
669
235
$53.8K 0.05%
500
236
$53.6K 0.05%
1,795
237
$53.5K 0.05%
3,593
238
$53.2K 0.05%
779
239
$53.1K 0.05%
1,646
-104
240
$52.7K 0.05%
1,033
241
$52.2K 0.05%
876
242
$52.2K 0.05%
853
-15
243
$49.3K 0.05%
1,005
244
$49.3K 0.05%
1,299
245
$49.2K 0.05%
925
246
$48.7K 0.05%
1,198
247
$48K 0.05%
597
-313
248
$47.8K 0.05%
2,099
249
$47.6K 0.04%
1,217
250
$47.2K 0.04%
955
8 9
10
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