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
601
$10.9K 0.01%
1,436
602
$10.8K 0.01%
+492
603
$10.7K 0.01%
449
604
$10.7K 0.01%
414
+288
605
$10.6K 0.01%
305
606
$10.5K 0.01%
385
607
$10.5K 0.01%
445
608
$10.5K 0.01%
718
609
$10.4K 0.01%
+556
610
$10.4K 0.01%
182
611
$10.3K 0.01%
398
+262
612
$10.3K 0.01%
4,150
613
$10.2K 0.01%
161
614
$10.2K 0.01%
256
615
$10.2K 0.01%
424
616
$10.2K 0.01%
+241
617
$10.2K 0.01%
437
618
$10.2K 0.01%
141
619
$10.2K 0.01%
687
620
$10.2K 0.01%
85
621
$10.2K 0.01%
8,640
622
$10K 0.01%
100
623
$10K 0.01%
+375
624
$9.99K 0.01%
+552
625
$9.95K 0.01%
267
23 24
25
26 27