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
251
$46.5K 0.04%
557
+88
252
$45.7K 0.04%
506
253
$45.6K 0.04%
947
+455
254
$45.1K 0.04%
944
255
$44.9K 0.04%
1,127
-23
256
$44.9K 0.04%
860
257
$44.3K 0.04%
+3,532
258
$44.2K 0.04%
773
259
$43.9K 0.04%
478
260
$43.1K 0.04%
1,609
261
$42.9K 0.04%
379
262
$42.7K 0.04%
1,031
263
$42.6K 0.04%
1,036
264
$42.4K 0.04%
792
-119
265
$41.7K 0.04%
282
266
$41.6K 0.04%
299
267
$41.3K 0.04%
1,199
268
$41.1K 0.04%
513
269
$41.1K 0.04%
2,010
-816
270
$41.1K 0.04%
1,481
271
$41K 0.04%
454
-10
272
$40.7K 0.04%
878
273
$40.6K 0.04%
730
+656
274
$40.3K 0.04%
779
275
$40K 0.04%
842
9 10
11
12 13