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
301
$34.6K 0.03%
843
302
$34.4K 0.03%
506
303
$34K 0.03%
432
304
$33.9K 0.03%
3,710
-1,890
305
$33.7K 0.03%
845
306
$33.6K 0.03%
576
307
$33.2K 0.03%
1,689
308
$33.2K 0.03%
+145
309
$33.1K 0.03%
1,247
310
$32.9K 0.03%
233
311
$32.9K 0.03%
681
312
$32.1K 0.03%
1,674
313
$31.7K 0.03%
1,391
314
$31.7K 0.03%
1,001
+623
315
$31.4K 0.03%
696
316
$31.1K 0.03%
1,331
317
$31.1K 0.03%
641
318
$30.9K 0.03%
612
319
$30.8K 0.03%
806
320
$30.8K 0.03%
258
+71
321
$30.7K 0.03%
1,870
322
$30.6K 0.03%
+1,326
323
$30.5K 0.03%
1,220
324
$30.5K 0.03%
377
325
$30.5K 0.03%
379
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