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
301
$64.1K 0.03%
1,859
302
$64K 0.03%
737
303
$64K 0.03%
634
304
$63.8K 0.03%
873
305
$63.5K 0.03%
928
+254
306
$63.2K 0.03%
702
307
$62.9K 0.03%
927
308
$61K 0.03%
2,254
-2
309
$60.8K 0.03%
395
+14
310
$60.6K 0.03%
3,692
311
$60.4K 0.03%
3,460
312
$59.9K 0.03%
704
313
$59.5K 0.03%
1,120
314
$59.4K 0.03%
297
315
$59.1K 0.03%
1,426
316
$58.7K 0.02%
1,812
317
$58.5K 0.02%
63
318
$58.3K 0.02%
1,832
319
$58.1K 0.02%
1,951
320
$57.9K 0.02%
742
321
$57.9K 0.02%
836
322
$57.5K 0.02%
1,600
+89
323
$57.5K 0.02%
482
324
$57.2K 0.02%
3,774
325
$56.7K 0.02%
921
11 12
13
14 15