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
626
$19.2K 0.01%
246
-31
627
$19.2K 0.01%
779
+60
628
$19K 0.01%
476
629
$19K 0.01%
695
+91
630
$18.9K 0.01%
2,239
631
$18.9K 0.01%
+566
632
$18.8K 0.01%
1,889
633
$18.8K 0.01%
270
634
$18.7K 0.01%
212
+20
635
$18.7K 0.01%
642
-58
636
$18.7K 0.01%
280
+12
637
$18.6K 0.01%
106
638
$18.6K 0.01%
2,115
+163
639
$18.6K 0.01%
61
-9
640
$18.6K 0.01%
722
641
$18.6K 0.01%
500
642
$18.4K 0.01%
2,232
+69
643
$18.4K 0.01%
254
644
$18.3K 0.01%
792
645
$18.3K 0.01%
1,197
646
$18.3K 0.01%
761
647
$18.3K 0.01%
808
648
$18.2K 0.01%
767
+236
649
$18.2K 0.01%
418
650
$18.1K 0.01%
+571
24 25
26
27 28