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
926
$812 ﹤0.01%
15
927
$798 ﹤0.01%
12
928
$791 ﹤0.01%
128
-171
929
$774 ﹤0.01%
28
930
$770 ﹤0.01%
11
931
$754 ﹤0.01%
8
932
$754 ﹤0.01%
35
933
$730 ﹤0.01%
9
934
$729 ﹤0.01%
11
935
$708 ﹤0.01%
+11
936
$707 ﹤0.01%
10
937
$706 ﹤0.01%
25
938
$693 ﹤0.01%
41
939
$689 ﹤0.01%
6
940
$682 ﹤0.01%
4
941
$678 ﹤0.01%
15
942
$648 ﹤0.01%
6
943
$647 ﹤0.01%
30
944
$644 ﹤0.01%
21
945
$641 ﹤0.01%
23
946
$641 ﹤0.01%
16
947
$637 ﹤0.01%
16
948
$632 ﹤0.01%
34
-162
949
$618 ﹤0.01%
9
950
$612 ﹤0.01%
20
36 37
38
39 40