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
851
$3.01K ﹤0.01%
240
852
$2.99K ﹤0.01%
92
853
$2.97K ﹤0.01%
74
854
$2.93K ﹤0.01%
29
855
$2.88K ﹤0.01%
21
856
$2.78K ﹤0.01%
93
857
$2.73K ﹤0.01%
73
858
$2.65K ﹤0.01%
51
859
$2.63K ﹤0.01%
27
860
$2.59K ﹤0.01%
63
861
$2.5K ﹤0.01%
224
862
$2.49K ﹤0.01%
54
863
$2.44K ﹤0.01%
36
864
$2.38K ﹤0.01%
28
865
$2.36K ﹤0.01%
90
-111
866
$2.26K ﹤0.01%
92
867
$2.22K ﹤0.01%
65
868
$2.22K ﹤0.01%
120
869
$2.19K ﹤0.01%
87
870
$2.17K ﹤0.01%
40
871
$2.15K ﹤0.01%
23
872
$2.13K ﹤0.01%
18
873
$2.08K ﹤0.01%
47
874
$2.07K ﹤0.01%
81
875
$2.05K ﹤0.01%
40
33 34
35
36 37