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
151
$123K 0.12%
1,051
+3
152
$123K 0.12%
358
153
$122K 0.12%
1,059
154
$122K 0.12%
3,432
+401
155
$120K 0.11%
1,826
156
$119K 0.11%
2,351
157
$118K 0.11%
1,139
158
$117K 0.11%
2,156
159
$117K 0.11%
445
160
$115K 0.11%
1,203
161
$114K 0.11%
1,400
162
$109K 0.1%
1,418
163
$109K 0.1%
3,473
164
$108K 0.1%
2,988
165
$108K 0.1%
2,660
166
$106K 0.1%
4,452
167
$105K 0.1%
3,047
168
$105K 0.1%
2,475
-631
169
$105K 0.1%
1,345
170
$104K 0.1%
2,188
171
$102K 0.1%
1,052
+40
172
$102K 0.1%
1,397
173
$101K 0.1%
3,024
174
$98.4K 0.09%
1,944
175
$98.2K 0.09%
3,879
5 6
7
8 9