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
576
$22.4K 0.01%
840
577
$22.1K 0.01%
1,119
578
$22K 0.01%
813
579
$21.9K 0.01%
521
580
$21.9K 0.01%
2,007
+306
581
$21.9K 0.01%
485
582
$21.8K 0.01%
1,600
583
$21.7K 0.01%
185
584
$21.4K 0.01%
1,195
585
$21.4K 0.01%
105
+6
586
$21.4K 0.01%
465
-5
587
$21.3K 0.01%
18
588
$21.2K 0.01%
3,024
589
$21.2K 0.01%
+760
590
$21.2K 0.01%
100
+15
591
$21.2K 0.01%
1,331
592
$21.2K 0.01%
454
593
$21.1K 0.01%
100
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$21K 0.01%
1,025
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595
$21K 0.01%
77
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596
$21K 0.01%
361
597
$20.9K 0.01%
287
598
$20.9K 0.01%
+1,600
599
$20.8K 0.01%
3,769
600
$20.8K 0.01%
2,325
22 23
24
25 26