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
576
$22.1K 0.01%
1,119
577
$22K 0.01%
813
578
$21.9K 0.01%
521
579
$21.9K 0.01%
2,007
+306
580
$21.9K 0.01%
485
581
$21.8K 0.01%
1,600
582
$21.7K 0.01%
185
583
$21.4K 0.01%
1,195
584
$21.4K 0.01%
105
+6
585
$21.4K 0.01%
465
-5
586
$21.3K 0.01%
18
587
$21.2K 0.01%
3,024
588
$21.2K 0.01%
+760
589
$21.2K 0.01%
100
+15
590
$21.2K 0.01%
1,331
591
$21.2K 0.01%
454
592
$21.1K 0.01%
100
+5
593
$21K 0.01%
1,025
-436
594
$21K 0.01%
77
+5
595
$21K 0.01%
361
596
$20.9K 0.01%
287
597
$20.9K 0.01%
+1,600
598
$20.8K 0.01%
3,769
599
$20.8K 0.01%
2,325
600
$20.8K 0.01%
317
22 23
24
25 26