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
876
$1.99K ﹤0.01%
32
877
$1.98K ﹤0.01%
19
878
$1.96K ﹤0.01%
33
879
$1.96K ﹤0.01%
56
880
$1.86K ﹤0.01%
97
881
$1.85K ﹤0.01%
22
882
$1.81K ﹤0.01%
74
883
$1.8K ﹤0.01%
13
884
$1.74K ﹤0.01%
34
885
$1.73K ﹤0.01%
88
886
$1.73K ﹤0.01%
122
887
$1.65K ﹤0.01%
20
888
$1.64K ﹤0.01%
55
889
$1.61K ﹤0.01%
30
-337
890
$1.61K ﹤0.01%
117
-29
891
$1.6K ﹤0.01%
24
892
$1.6K ﹤0.01%
71
893
$1.56K ﹤0.01%
24
894
$1.55K ﹤0.01%
33
895
$1.47K ﹤0.01%
17
896
$1.45K ﹤0.01%
16
-87
897
$1.42K ﹤0.01%
106
898
$1.41K ﹤0.01%
61
899
$1.31K ﹤0.01%
22
900
$1.31K ﹤0.01%
39
-6
34 35
36
37 38