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
501
$29.4K 0.01%
442
502
$29.2K 0.01%
1,040
+25
503
$29.1K 0.01%
1,286
504
$29K 0.01%
428
505
$29K 0.01%
1,487
+1,069
506
$28.9K 0.01%
199
+3
507
$28.9K 0.01%
67
+4
508
$28.8K 0.01%
803
509
$28.7K 0.01%
345
+2
510
$28.6K 0.01%
1,226
511
$28.5K 0.01%
748
512
$28.2K 0.01%
487
513
$28.2K 0.01%
202
+3
514
$28.2K 0.01%
710
515
$28.1K 0.01%
700
+44
516
$28.1K 0.01%
1,678
+71
517
$28K 0.01%
1,645
518
$27.9K 0.01%
658
519
$27.9K 0.01%
1,372
520
$27.7K 0.01%
3,158
521
$27.6K 0.01%
488
522
$27.6K 0.01%
456
523
$27.5K 0.01%
877
524
$27.3K 0.01%
180
525
$27.2K 0.01%
111
+10
19 20
21
22 23