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
326
$56.5K 0.02%
560
-45
327
$56.3K 0.02%
386
328
$56.3K 0.02%
548
329
$55.8K 0.02%
539
330
$55.7K 0.02%
263
331
$55.4K 0.02%
207
+12
332
$55.4K 0.02%
3,236
333
$55.2K 0.02%
806
+39
334
$54.5K 0.02%
351
335
$54.4K 0.02%
834
336
$54.4K 0.02%
578
337
$53.9K 0.02%
746
338
$53.1K 0.02%
967
339
$52.4K 0.02%
1,100
340
$52.4K 0.02%
569
341
$51.3K 0.02%
1,609
342
$51K 0.02%
3,043
343
$51K 0.02%
635
344
$51K 0.02%
862
345
$50.9K 0.02%
2,833
346
$50.3K 0.02%
992
347
$49.8K 0.02%
272
+15
348
$49.7K 0.02%
990
+22
349
$49.5K 0.02%
4,436
350
$49.2K 0.02%
498
+13
12 13
14
15 16