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
951
$609 ﹤0.01%
21
952
$602 ﹤0.01%
9
953
$597 ﹤0.01%
9
954
$594 ﹤0.01%
8
955
$573 ﹤0.01%
4
956
$555 ﹤0.01%
7
957
$555 ﹤0.01%
8
958
$534 ﹤0.01%
11
959
$533 ﹤0.01%
27
960
$532 ﹤0.01%
5
961
$515 ﹤0.01%
67
962
$502 ﹤0.01%
19
963
$475 ﹤0.01%
10
-97
964
$470 ﹤0.01%
7
965
$465 ﹤0.01%
11
966
$465 ﹤0.01%
16
967
$462 ﹤0.01%
9
968
$451 ﹤0.01%
9
969
$447 ﹤0.01%
7
970
$442 ﹤0.01%
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971
$440 ﹤0.01%
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972
$440 ﹤0.01%
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973
$440 ﹤0.01%
9
974
$438 ﹤0.01%
20
975
$436 ﹤0.01%
11
37 38
39
40 41