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
251
$81.7K 0.03%
432
-7
252
$81.1K 0.03%
353
253
$80.2K 0.03%
1,470
254
$79.7K 0.03%
831
255
$79.3K 0.03%
1,174
+15
256
$79K 0.03%
181
257
$78.8K 0.03%
1,419
258
$78.2K 0.03%
720
259
$78K 0.03%
305
260
$76.9K 0.03%
1,023
+25
261
$76.5K 0.03%
1,016
262
$76.3K 0.03%
836
+14
263
$76.1K 0.03%
1,414
264
$75.9K 0.03%
2,036
265
$75.8K 0.03%
1,242
266
$74.8K 0.03%
2,994
267
$74.7K 0.03%
5,174
-407
268
$74.4K 0.03%
685
+19
269
$74.3K 0.03%
177
270
$74.3K 0.03%
707
-3
271
$73.8K 0.03%
1,184
272
$73.4K 0.03%
5,043
273
$72.1K 0.03%
101
+3
274
$72.1K 0.03%
1,056
275
$71.9K 0.03%
697
9 10
11
12 13