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
1001
$256 ﹤0.01%
8
1002
$253 ﹤0.01%
+4
1003
$246 ﹤0.01%
18
1004
$221 ﹤0.01%
31
1005
$216 ﹤0.01%
5
1006
$201 ﹤0.01%
78
1007
$196 ﹤0.01%
+13
1008
$151 ﹤0.01%
6
1009
$145 ﹤0.01%
6
1010
$138 ﹤0.01%
1
1011
$81 ﹤0.01%
336
1012
$63 ﹤0.01%
6
1013
$16 ﹤0.01%
1
1014
– –
-117
1015
– –
-343
1016
– –
-170
1017
– –
-598
1018
– –
-595
1019
– –
-51
1020
– –
-529
1021
– –
-1,150
1022
– –
-190
1023
– –
-328
1024
– –
-561
1025
– –
-461
39 40
41
42 43