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
501
$29.2K 0.01%
1,040
+25
502
$29.1K 0.01%
1,286
503
$29K 0.01%
428
504
$29K 0.01%
1,487
+1,069
505
$28.9K 0.01%
199
+3
506
$28.9K 0.01%
67
+4
507
$28.8K 0.01%
803
508
$28.7K 0.01%
345
+2
509
$28.6K 0.01%
1,226
510
$28.5K 0.01%
748
511
$28.2K 0.01%
487
512
$28.2K 0.01%
202
+3
513
$28.2K 0.01%
710
514
$28.1K 0.01%
700
+44
515
$28.1K 0.01%
1,678
+71
516
$28K 0.01%
1,645
517
$27.9K 0.01%
658
518
$27.9K 0.01%
1,372
519
$27.7K 0.01%
3,158
520
$27.6K 0.01%
488
521
$27.6K 0.01%
456
522
$27.5K 0.01%
877
523
$27.3K 0.01%
180
524
$27.2K 0.01%
111
+10
525
$27.1K 0.01%
514
19 20
21
22 23