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
701
$7.04K 0.01%
564
702
$7K 0.01%
248
703
$6.99K 0.01%
390
704
$6.96K 0.01%
53
705
$6.92K 0.01%
+115
706
$6.85K 0.01%
101
707
$6.82K 0.01%
222
708
$6.82K 0.01%
+658
709
$6.77K 0.01%
241
710
$6.75K 0.01%
+72
711
$6.73K 0.01%
157
712
$6.73K 0.01%
51
713
$6.67K 0.01%
+191
714
$6.63K 0.01%
+393
715
$6.6K 0.01%
51
716
$6.59K 0.01%
58
717
$6.55K 0.01%
206
718
$6.55K 0.01%
+986
719
$6.55K 0.01%
140
+31
720
$6.52K 0.01%
993
721
$6.51K 0.01%
94
722
$6.37K 0.01%
349
723
$6.29K 0.01%
248
724
$6.29K 0.01%
70
725
$6.28K 0.01%
+1,085
27 28
29
30 31