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
126
$147K 0.14%
1,079
+3
127
$147K 0.14%
2,107
128
$146K 0.14%
1,700
+100
129
$145K 0.14%
3,351
130
$145K 0.14%
1,825
131
$142K 0.13%
1,612
132
$141K 0.13%
5,340
133
$140K 0.13%
3,090
134
$140K 0.13%
4,173
135
$140K 0.13%
1,843
136
$139K 0.13%
1,667
-678
137
$139K 0.13%
1,055
138
$135K 0.13%
591
+10
139
$135K 0.13%
862
140
$132K 0.12%
2,353
141
$131K 0.12%
1,040
142
$131K 0.12%
6,398
143
$129K 0.12%
4,339
144
$128K 0.12%
4,894
145
$127K 0.12%
902
146
$127K 0.12%
602
147
$126K 0.12%
1,811
148
$126K 0.12%
2,279
149
$124K 0.12%
902
+101
150
$124K 0.12%
1,428
4 5
6
7 8