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
776
$4.9K ﹤0.01%
133
777
$4.89K ﹤0.01%
82
-280
778
$4.82K ﹤0.01%
66
779
$4.78K ﹤0.01%
475
780
$4.77K ﹤0.01%
132
781
$4.69K ﹤0.01%
418
782
$4.66K ﹤0.01%
87
783
$4.64K ﹤0.01%
52
784
$4.56K ﹤0.01%
210
785
$4.54K ﹤0.01%
30
-180
786
$4.53K ﹤0.01%
573
787
$4.53K ﹤0.01%
48
788
$4.52K ﹤0.01%
124
789
$4.5K ﹤0.01%
73
790
$4.48K ﹤0.01%
70
-221
791
$4.45K ﹤0.01%
276
792
$4.45K ﹤0.01%
303
793
$4.45K ﹤0.01%
+484
794
$4.44K ﹤0.01%
108
795
$4.44K ﹤0.01%
17
796
$4.41K ﹤0.01%
347
797
$4.41K ﹤0.01%
49
798
$4.39K ﹤0.01%
229
799
$4.38K ﹤0.01%
99
-466
800
$4.37K ﹤0.01%
246
30 31
32
33 34