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
451
$35K 0.01%
1,314
-80
452
$35K 0.01%
572
453
$35K 0.01%
206
454
$34.9K 0.01%
994
455
$34.8K 0.01%
+1,206
456
$34.8K 0.01%
1,846
457
$34.6K 0.01%
1,621
458
$34.5K 0.01%
120
459
$34.4K 0.01%
747
460
$34.2K 0.01%
905
461
$34.2K 0.01%
1,189
462
$34.2K 0.01%
910
463
$34.1K 0.01%
472
464
$33.8K 0.01%
625
465
$33.5K 0.01%
1,144
466
$33.5K 0.01%
692
467
$33.2K 0.01%
409
468
$33.2K 0.01%
126
+10
469
$33.1K 0.01%
668
470
$33K 0.01%
360
+129
471
$32.9K 0.01%
254
472
$32.9K 0.01%
874
473
$32.9K 0.01%
1,115
474
$32.7K 0.01%
454
475
$32.6K 0.01%
852
17 18
19
20 21