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
176
$97.8K 0.09%
623
+20
177
$96.6K 0.09%
2,986
178
$95.7K 0.09%
3,690
+11
179
$94.5K 0.09%
8,556
180
$93.3K 0.09%
1,949
181
$92K 0.09%
3,625
182
$91.5K 0.09%
10,755
+83
183
$91K 0.09%
4,188
+178
184
$90.9K 0.09%
1,470
185
$89.9K 0.08%
72
186
$89.6K 0.08%
1,447
187
$85.3K 0.08%
1,328
188
$85.2K 0.08%
1,286
-2
189
$84.8K 0.08%
1,047
190
$83.7K 0.08%
2,098
-1,506
191
$83.6K 0.08%
1,166
-1,159
192
$83.5K 0.08%
3,324
193
$82.8K 0.08%
747
194
$79.3K 0.07%
3,903
195
$77.9K 0.07%
1,804
-2,839
196
$76.5K 0.07%
1,336
197
$76.5K 0.07%
1,189
198
$75K 0.07%
586
-101
199
$74.5K 0.07%
1,338
200
$74.2K 0.07%
3,416
+42
6 7
8
9 10