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
651
$18.1K 0.01%
+571
652
$17.9K 0.01%
84
653
$17.7K 0.01%
704
654
$17.6K 0.01%
111
+22
655
$17.4K 0.01%
1,701
656
$17.4K 0.01%
36
+4
657
$17.3K 0.01%
371
658
$17.3K 0.01%
1,085
659
$17.1K 0.01%
399
660
$17K 0.01%
+686
661
$16.8K 0.01%
234
662
$16.5K 0.01%
550
663
$16.5K 0.01%
532
664
$16.5K 0.01%
54
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665
$16.5K 0.01%
4,000
+377
666
$16.3K 0.01%
802
667
$16.3K 0.01%
432
668
$16.2K 0.01%
259
669
$16.1K 0.01%
208
670
$16.1K 0.01%
744
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$16.1K 0.01%
551
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$16.1K 0.01%
68
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673
$16K 0.01%
1,349
674
$15.8K 0.01%
492
675
$15.8K 0.01%
578
-59