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
351
$27.4K 0.03%
4,662
352
$27.4K 0.03%
1,277
-43
353
$27.4K 0.03%
+887
354
$27.4K 0.03%
1,306
355
$27.2K 0.03%
553
356
$27.2K 0.03%
486
357
$27.2K 0.03%
594
-58
358
$27.1K 0.03%
236
359
$27.1K 0.03%
611
360
$27.1K 0.03%
827
361
$27.1K 0.03%
+1,318
362
$27K 0.03%
163
363
$26.8K 0.03%
110
-83
364
$26.8K 0.03%
461
365
$26.8K 0.03%
1,426
366
$26.7K 0.03%
310
367
$26.6K 0.03%
1,102
368
$26.4K 0.02%
1,066
369
$26.2K 0.02%
1,322
-582
370
$26.1K 0.02%
564
371
$26K 0.02%
4,235
372
$26K 0.02%
382
373
$25.9K 0.02%
290
374
$25.9K 0.02%
1,039
375
$25.8K 0.02%
+1,408
13 14
15
16 17