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
276
$39.9K 0.04%
222
-2
277
$39.8K 0.04%
758
278
$39.7K 0.04%
1,322
279
$39.3K 0.04%
301
280
$39.2K 0.04%
1,363
281
$38.9K 0.04%
1,272
-30
282
$38.7K 0.04%
255
283
$38.3K 0.04%
1,020
284
$38.2K 0.04%
1,161
285
$37.8K 0.04%
1,098
286
$37K 0.03%
617
287
$36.9K 0.03%
1,318
288
$36.6K 0.03%
916
289
$36.5K 0.03%
+655
290
$36.4K 0.03%
277
291
$36.4K 0.03%
671
292
$36.2K 0.03%
954
293
$35.9K 0.03%
424
294
$35.8K 0.03%
799
295
$35.6K 0.03%
548
296
$35.4K 0.03%
1,204
297
$35.3K 0.03%
91
298
$35K 0.03%
959
-499
299
$35K 0.03%
1,868
+928
300
$34.7K 0.03%
894
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