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
626
$19.2K 0.01%
72
+5
627
$19.2K 0.01%
246
-31
628
$19.2K 0.01%
779
+60
629
$19K 0.01%
476
630
$19K 0.01%
695
+91
631
$18.9K 0.01%
2,239
632
$18.9K 0.01%
+566
633
$18.8K 0.01%
1,889
634
$18.8K 0.01%
270
635
$18.7K 0.01%
212
+20
636
$18.7K 0.01%
642
-58
637
$18.7K 0.01%
280
+12
638
$18.6K 0.01%
106
639
$18.6K 0.01%
2,115
+163
640
$18.6K 0.01%
61
-9
641
$18.6K 0.01%
722
642
$18.6K 0.01%
500
643
$18.4K 0.01%
2,232
+69
644
$18.4K 0.01%
254
645
$18.3K 0.01%
792
646
$18.3K 0.01%
1,197
647
$18.3K 0.01%
761
648
$18.3K 0.01%
808
649
$18.2K 0.01%
767
+236
650
$18.2K 0.01%
418
24 25
26
27 28