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
426
$38.8K 0.02%
162
427
$38.8K 0.02%
1,659
428
$38.5K 0.02%
1,471
429
$38.4K 0.02%
694
430
$38.3K 0.02%
525
431
$38.2K 0.02%
830
432
$38K 0.02%
230
433
$37.7K 0.02%
1,087
+36
434
$37.5K 0.02%
173
435
$37.4K 0.02%
865
436
$37.3K 0.02%
654
437
$37.3K 0.02%
948
438
$37.3K 0.02%
1,552
439
$36.5K 0.02%
654
+77
440
$36.3K 0.02%
831
441
$36K 0.02%
440
442
$36K 0.02%
395
443
$35.6K 0.02%
714
444
$35.5K 0.02%
7,532
445
$35.5K 0.02%
348
446
$35.4K 0.02%
830
447
$35.3K 0.02%
750
448
$35.3K 0.02%
906
449
$35.2K 0.01%
1,277
450
$35.1K 0.01%
1,072
16 17
18
19 20