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
751
$5.69K 0.01%
893
752
$5.68K 0.01%
1,069
753
$5.63K 0.01%
154
+60
754
$5.61K 0.01%
288
+180
755
$5.58K 0.01%
+177
756
$5.58K 0.01%
244
757
$5.55K 0.01%
179
758
$5.52K 0.01%
120
759
$5.52K 0.01%
215
760
$5.41K 0.01%
+76
761
$5.28K 0.01%
320
762
$5.22K ﹤0.01%
169
763
$5.12K ﹤0.01%
144
764
$5.08K ﹤0.01%
+419
765
$5.05K ﹤0.01%
280
766
$5.05K ﹤0.01%
79
767
$5K ﹤0.01%
790
768
$5K ﹤0.01%
539
769
$5K ﹤0.01%
231
-48
770
$4.99K ﹤0.01%
44
771
$4.96K ﹤0.01%
49
772
$4.96K ﹤0.01%
72
773
$4.96K ﹤0.01%
150
774
$4.95K ﹤0.01%
344
775
$4.91K ﹤0.01%
356
29 30
31
32 33