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
$236M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$391K
2
+$185K
3
+$159K
4
TSLA icon
Tesla
TSLA
+$128K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$121K

Top Sells

1
+$185K
2
+$166K
3
+$103K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$91.8K
5
SSD icon
Simpson Manufacturing
SSD
+$73.5K

Sector Composition

1 Technology 16.18%
2 Healthcare 11.08%
3 Financials 10.75%
4 Consumer Discretionary 7.31%
5 Industrials 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$99.9K 0.04%
1,220
227
$99.6K 0.04%
3,080
228
$97.9K 0.04%
1,835
-352
229
$96.9K 0.04%
1,663
+51
230
$95K 0.04%
2,509
+34
231
$95K 0.04%
3,030
232
$94.7K 0.04%
2,961
-53
233
$93.5K 0.04%
360
+5
234
$93.4K 0.04%
2,660
235
$93K 0.04%
847
+10
236
$93K 0.04%
817
237
$91.5K 0.04%
513
-42
238
$91.3K 0.04%
898
239
$90.2K 0.04%
2,391
+16
240
$89.7K 0.04%
1,536
+3
241
$88.4K 0.04%
1,476
+37
242
$87.4K 0.04%
639
243
$86.7K 0.04%
894
244
$86.1K 0.04%
561
245
$84.5K 0.04%
2,839
+40
246
$83.9K 0.04%
2,166
+43
247
$83.3K 0.04%
1,095
-7
248
$83.1K 0.04%
328
249
$82.2K 0.03%
2,986
250
$81.9K 0.03%
1,950
+381
8 9
10
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