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
201
$72.7K 0.07%
960
202
$70.4K 0.07%
1,478
203
$70.3K 0.07%
1,517
204
$70.1K 0.07%
2,084
205
$70.1K 0.07%
565
206
$69.9K 0.07%
1,102
207
$69.8K 0.07%
1,302
208
$69.5K 0.07%
699
209
$65.3K 0.06%
1,464
210
$65.1K 0.06%
4,809
211
$64.5K 0.06%
2,055
212
$64.2K 0.06%
1,934
213
$63K 0.06%
1,712
214
$62.8K 0.06%
794
215
$62.5K 0.06%
1,056
216
$62.3K 0.06%
2,796
217
$61K 0.06%
1,415
218
$60.5K 0.06%
936
219
$60.2K 0.06%
2,434
220
$59.8K 0.06%
4,756
+988
221
$59.5K 0.06%
1,646
222
$59.3K 0.06%
941
223
$58.9K 0.06%
998
224
$58.6K 0.06%
653
225
$58.5K 0.06%
1,187
7 8
9
10 11