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
+$397K
2
+$190K
3
+$159K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$119K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$102K

Top Sells

1
+$174K
2
+$166K
3
+$96.9K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$85.4K
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
476
$32.6K 0.01%
2,776
+21
477
$32.5K 0.01%
550
478
$32.5K 0.01%
979
479
$32.5K 0.01%
1,834
480
$32.4K 0.01%
+1,116
481
$32.1K 0.01%
405
482
$32K 0.01%
464
+15
483
$31.8K 0.01%
357
484
$31.4K 0.01%
661
485
$31.3K 0.01%
2,032
486
$30.8K 0.01%
185
+5
487
$30.6K 0.01%
2,405
488
$30.3K 0.01%
780
489
$30.3K 0.01%
1,896
490
$30.2K 0.01%
790
491
$30K 0.01%
627
492
$29.7K 0.01%
325
+60
493
$29.6K 0.01%
623
494
$29.6K 0.01%
403
+147
495
$29.6K 0.01%
409
496
$29.5K 0.01%
340
497
$29.5K 0.01%
5,510
498
$29.4K 0.01%
684
499
$29.4K 0.01%
376
500
$29.4K 0.01%
442
18 19
20
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