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
276
$71.7K 0.03%
360
277
$71.3K 0.03%
4,307
278
$70.7K 0.03%
2,337
+69
279
$70K 0.03%
1,324
280
$69.9K 0.03%
582
281
$69.5K 0.03%
183
+6
282
$69.1K 0.03%
600
283
$68.8K 0.03%
3,237
284
$68.6K 0.03%
586
+39
285
$68.4K 0.03%
851
+22
286
$68.3K 0.03%
2,690
287
$67.3K 0.03%
2,368
288
$67.2K 0.03%
1,272
289
$67.2K 0.03%
7,286
290
$67.1K 0.03%
299
+22
291
$66.8K 0.03%
307
292
$66.8K 0.03%
281
+4
293
$66.7K 0.03%
197
294
$66.2K 0.03%
1,522
295
$66K 0.03%
1,468
-5
296
$65.7K 0.03%
5,836
-2,629
297
$65K 0.03%
2,349
-113
298
$64.3K 0.03%
328
299
$64.2K 0.03%
4,284
300
$64.1K 0.03%
2,246
10 11
12
13 14