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
676
$7.79K 0.01%
287
677
$7.73K 0.01%
870
678
$7.67K 0.01%
369
679
$7.63K 0.01%
132
680
$7.6K 0.01%
197
681
$7.56K 0.01%
67
682
$7.53K 0.01%
+405
683
$7.5K 0.01%
613
684
$7.5K 0.01%
552
685
$7.46K 0.01%
180
686
$7.42K 0.01%
249
687
$7.37K 0.01%
265
688
$7.33K 0.01%
1,084
689
$7.26K 0.01%
486
690
$7.17K 0.01%
+221
691
$7.14K 0.01%
9
-18
692
$7.14K 0.01%
211
693
$7.1K 0.01%
61
694
$7.09K 0.01%
374
695
$7.09K 0.01%
192
+75
696
$7.08K 0.01%
+377
697
$7.06K 0.01%
231
698
$7.06K 0.01%
308
699
$7.05K 0.01%
249
-920
700
$7.04K 0.01%
840
26 27
28
29 30