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
601
$20.8K 0.01%
317
602
$20.7K 0.01%
492
603
$20.7K 0.01%
738
604
$20.6K 0.01%
687
605
$20.6K 0.01%
84
+9
606
$20.5K 0.01%
1,657
607
$20.5K 0.01%
1,179
608
$20.5K 0.01%
54
609
$20.5K 0.01%
75
+12
610
$20.4K 0.01%
466
611
$20.4K 0.01%
400
612
$20.3K 0.01%
1,512
613
$20.1K 0.01%
667
614
$20.1K 0.01%
705
615
$20K 0.01%
9
616
$19.9K 0.01%
347
617
$19.8K 0.01%
165
618
$19.8K 0.01%
493
619
$19.8K 0.01%
1,007
620
$19.7K 0.01%
448
621
$19.7K 0.01%
166
+4
622
$19.7K 0.01%
1,499
+358
623
$19.5K 0.01%
204
624
$19.3K 0.01%
425
625
$19.2K 0.01%
774