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
401
$43.3K 0.02%
2,529
402
$43.2K 0.02%
568
403
$43K 0.02%
461
404
$42.7K 0.02%
287
+2
405
$42.6K 0.02%
1,921
406
$42.6K 0.02%
852
407
$42.5K 0.02%
1,834
+1,760
408
$42.2K 0.02%
2,175
409
$42.1K 0.02%
2,026
410
$41.9K 0.02%
1,410
+20
411
$41.4K 0.02%
933
412
$41.4K 0.02%
346
+44
413
$40.8K 0.02%
10
414
$40.7K 0.02%
2,321
415
$40.6K 0.02%
899
416
$40.5K 0.02%
489
417
$40.4K 0.02%
1,161
418
$40.1K 0.02%
258
419
$39.9K 0.02%
328
420
$39.6K 0.02%
3,326
421
$39.6K 0.02%
1,895
422
$39.4K 0.02%
990
-4
423
$39.4K 0.02%
1,421
424
$39.4K 0.02%
1,264
425
$39.4K 0.02%
424
+22
15 16
17
18 19