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
801
$4.37K ﹤0.01%
59
-391
802
$4.33K ﹤0.01%
102
803
$4.33K ﹤0.01%
190
-270
804
$4.31K ﹤0.01%
351
-563
805
$4.31K ﹤0.01%
219
+16
806
$4.28K ﹤0.01%
261
+15
807
$4.26K ﹤0.01%
152
-1,068
808
$4.23K ﹤0.01%
93
+11
809
$4.22K ﹤0.01%
148
-559
810
$4.21K ﹤0.01%
600
811
$4.21K ﹤0.01%
+120
812
$4.19K ﹤0.01%
46
813
$4.18K ﹤0.01%
303
-1,570
814
$4.16K ﹤0.01%
711
-1,152
815
$4.14K ﹤0.01%
+183
816
$4.13K ﹤0.01%
124
817
$4.12K ﹤0.01%
58
-196
818
$4.12K ﹤0.01%
128
819
$4.11K ﹤0.01%
108
820
$4.1K ﹤0.01%
223
-787
821
$4.09K ﹤0.01%
218
822
$4.08K ﹤0.01%
72
823
$4.05K ﹤0.01%
440
824
$4.02K ﹤0.01%
80
825
$4K ﹤0.01%
352
31 32
33
34 35