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
376
$46.5K 0.02%
1,561
377
$46.1K 0.02%
900
378
$46K 0.02%
173
379
$45.6K 0.02%
196
+7
380
$45.5K 0.02%
1,264
381
$45.5K 0.02%
1,053
-30
382
$45.5K 0.02%
430
383
$45.4K 0.02%
231
384
$45.3K 0.02%
681
385
$45.2K 0.02%
755
386
$45.1K 0.02%
2,616
387
$45K 0.02%
531
388
$44.9K 0.02%
454
389
$44.9K 0.02%
2,083
+1,834
390
$44.9K 0.02%
1,524
391
$44.9K 0.02%
3,486
392
$44.8K 0.02%
578
393
$44.7K 0.02%
634
394
$44.7K 0.02%
4,960
395
$44.5K 0.02%
109
396
$44.3K 0.02%
1,178
397
$44.2K 0.02%
737
+31
398
$44.1K 0.02%
169
+17
399
$43.8K 0.02%
475
400
$43.7K 0.02%
1,361
14 15
16
17 18