SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
26
$1.75M 0.74%
12,544
-94
27
$1.74M 0.74%
6,368
+127
28
$1.67M 0.71%
21,396
+63
29
$1.61M 0.68%
6,840
+546
30
$1.56M 0.66%
24,034
-195
31
$1.5M 0.64%
23,177
+53
32
$1.45M 0.61%
16,500
+140
33
$1.43M 0.61%
8,921
+30
34
$1.35M 0.57%
6,187
+60
35
$1.32M 0.56%
15,621
+908
36
$1.29M 0.55%
23,469
+100
37
$1.27M 0.54%
21,712
+2,721
38
$1.23M 0.52%
5,119
-25
39
$1.18M 0.5%
15,296
+52
40
$1.18M 0.5%
120,992
41
$1.08M 0.46%
18,321
-148
42
$1.07M 0.45%
11,081
-596
43
$1.05M 0.45%
19,063
-78
44
$885K 0.38%
3,817
+52
45
$859K 0.36%
5,792
+49
46
$852K 0.36%
47,332
-258
47
$849K 0.36%
2,420
+51
48
$832K 0.35%
16,691
-365
49
$819K 0.35%
4,991
+18
50
$817K 0.35%
4,199
+32
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