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
551
$24.7K 0.01%
464
-44
552
$24.7K 0.01%
195
+5
553
$24.7K 0.01%
545
554
$24.5K 0.01%
552
555
$24.4K 0.01%
2,190
556
$24.2K 0.01%
560
557
$23.9K 0.01%
2,189
558
$23.9K 0.01%
136
559
$23.9K 0.01%
1,127
+110
560
$23.8K 0.01%
371
561
$23.8K 0.01%
504
562
$23.7K 0.01%
366
+20
563
$23.6K 0.01%
394
564
$23.6K 0.01%
413
565
$23.5K 0.01%
1,503
566
$23.5K 0.01%
405
567
$23.2K 0.01%
790
568
$23.1K 0.01%
522
569
$22.9K 0.01%
1,234
570
$22.9K 0.01%
730
571
$22.8K 0.01%
566
-92
572
$22.5K 0.01%
545
+40
573
$22.5K 0.01%
2,853
-326
574
$22.5K 0.01%
636
575
$22.4K 0.01%
1,236
21 22
23
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