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
976
$428 ﹤0.01%
12
977
$428 ﹤0.01%
6
978
$425 ﹤0.01%
12
+5
979
$416 ﹤0.01%
16
980
$412 ﹤0.01%
22
981
$410 ﹤0.01%
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982
$399 ﹤0.01%
60
983
$394 ﹤0.01%
21
984
$391 ﹤0.01%
17
985
$391 ﹤0.01%
3
-5
986
$385 ﹤0.01%
14
987
$382 ﹤0.01%
13
988
$381 ﹤0.01%
+26
989
$377 ﹤0.01%
14
990
$363 ﹤0.01%
4
991
$330 ﹤0.01%
7
992
$329 ﹤0.01%
13
993
$324 ﹤0.01%
3
994
$324 ﹤0.01%
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995
$317 ﹤0.01%
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996
$306 ﹤0.01%
12
997
$288 ﹤0.01%
+12
998
– –
0
999
$285 ﹤0.01%
50
1000
$266 ﹤0.01%
20
38 39
40
41 42