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
826
$3.96K ﹤0.01%
66
827
$3.96K ﹤0.01%
93
828
$3.9K ﹤0.01%
50
-157
829
$3.73K ﹤0.01%
62
830
$3.71K ﹤0.01%
336
831
$3.63K ﹤0.01%
68
832
$3.62K ﹤0.01%
146
833
$3.6K ﹤0.01%
243
834
$3.57K ﹤0.01%
299
835
$3.52K ﹤0.01%
63
836
$3.51K ﹤0.01%
67
837
$3.46K ﹤0.01%
238
838
$3.39K ﹤0.01%
126
839
$3.37K ﹤0.01%
164
840
$3.35K ﹤0.01%
95
841
$3.26K ﹤0.01%
58
842
$3.25K ﹤0.01%
79
843
$3.23K ﹤0.01%
23
844
$3.23K ﹤0.01%
146
+46
845
$3.22K ﹤0.01%
58
846
$3.19K ﹤0.01%
110
847
$3.18K ﹤0.01%
71
848
$3.13K ﹤0.01%
112
849
$3.1K ﹤0.01%
216
850
$3.06K ﹤0.01%
79
32 33
34
35 36