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
526
$27.1K 0.01%
143
+26
527
$26.8K 0.01%
732
528
$26.7K 0.01%
472
+92
529
$26.7K 0.01%
94
530
$26.7K 0.01%
1,236
531
$26.6K 0.01%
1,739
532
$26.4K 0.01%
8,866
+4,899
533
$26.3K 0.01%
372
+102
534
$26K 0.01%
447
535
$26K 0.01%
640
536
$25.9K 0.01%
666
537
$25.9K 0.01%
407
538
$25.9K 0.01%
5,150
539
$25.8K 0.01%
671
540
$25.8K 0.01%
445
541
$25.7K 0.01%
222
542
$25.5K 0.01%
943
543
$25.5K 0.01%
424
544
$25.4K 0.01%
248
545
$25.3K 0.01%
516
+7
546
$25.2K 0.01%
3,395
547
$25K 0.01%
362
+20
548
$24.9K 0.01%
1,399
549
$24.8K 0.01%
115
+6
550
$24.7K 0.01%
464
-44
20 21
22
23 24