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
351
$49.2K 0.02%
2,085
352
$49.1K 0.02%
1,390
353
$49.1K 0.02%
2,811
354
$49.1K 0.02%
617
355
$49K 0.02%
649
356
$48.8K 0.02%
2,839
+1,193
357
$48.6K 0.02%
666
358
$48.5K 0.02%
3,324
359
$48.3K 0.02%
1,544
360
$48K 0.02%
429
361
$48K 0.02%
1,221
362
$48K 0.02%
7,162
363
$47.9K 0.02%
862
364
$47.7K 0.02%
364
365
$47.7K 0.02%
1,674
366
$47.6K 0.02%
968
367
$47.4K 0.02%
372
368
$47.2K 0.02%
4,783
369
$47K 0.02%
664
370
$46.9K 0.02%
1,169
-56
371
$46.7K 0.02%
+2,492
372
$46.6K 0.02%
573
+7
373
$46.6K 0.02%
3,124
374
$46.5K 0.02%
580
+3
375
$46.5K 0.02%
746
+3
13 14
15
16 17