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
101
$177K 0.17%
12,000
102
$176K 0.17%
1,567
103
$175K 0.17%
837
104
$175K 0.17%
2,252
105
$173K 0.16%
7,101
-30
106
$172K 0.16%
3,215
+103
107
$172K 0.16%
3,245
108
$170K 0.16%
1,158
109
$169K 0.16%
1,111
110
$168K 0.16%
4,712
+543
111
$167K 0.16%
4,150
112
$167K 0.16%
2,337
113
$163K 0.15%
3,200
114
$160K 0.15%
1,233
+69
115
$158K 0.15%
2,182
116
$156K 0.15%
1,981
-244
117
$156K 0.15%
2,968
118
$155K 0.15%
1,960
119
$155K 0.15%
6,476
120
$154K 0.15%
1,949
+30
121
$154K 0.15%
1,937
122
$152K 0.14%
3,878
123
$151K 0.14%
1,772
124
$150K 0.14%
802
+3
125
$148K 0.14%
4,672
3 4
5
6 7