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
901
$1.27K ﹤0.01%
20
902
$1.26K ﹤0.01%
169
903
$1.25K ﹤0.01%
68
-305
904
$1.25K ﹤0.01%
140
905
$1.21K ﹤0.01%
50
906
$1.19K ﹤0.01%
71
907
$1.16K ﹤0.01%
26
908
$1.16K ﹤0.01%
9
909
$1.15K ﹤0.01%
62
910
$1.13K ﹤0.01%
20
911
$1.1K ﹤0.01%
24
912
$1.08K ﹤0.01%
44
913
$1.08K ﹤0.01%
43
914
$1.04K ﹤0.01%
10
915
$1.03K ﹤0.01%
21
916
$1.02K ﹤0.01%
17
917
$992 ﹤0.01%
26
918
$970 ﹤0.01%
6
919
$955 ﹤0.01%
8
920
$902 ﹤0.01%
5
921
$851 ﹤0.01%
8
922
$826 ﹤0.01%
19
+12
923
$817 ﹤0.01%
23
924
$815 ﹤0.01%
18
925
$813 ﹤0.01%
45
-885
35 36
37
38 39