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
676
$15.5K 0.01%
+440
677
$15.5K 0.01%
719
678
$15.5K 0.01%
428
679
$15.3K 0.01%
644
680
$15.2K 0.01%
545
+131
681
$15.1K 0.01%
281
-15
682
$15.1K 0.01%
391
683
$15.1K 0.01%
191
684
$15K 0.01%
1,931
685
$15K 0.01%
414
686
$15K 0.01%
372
687
$15K 0.01%
536
688
$15K 0.01%
195
689
$14.9K 0.01%
288
690
$14.9K 0.01%
211
691
$14.9K 0.01%
1,464
692
$14.8K 0.01%
3,044
693
$14.8K 0.01%
394
694
$14.7K 0.01%
+387
695
$14.6K 0.01%
380
696
$14.6K 0.01%
832
697
$14.6K 0.01%
402
698
$14.6K 0.01%
+433
699
$14.5K 0.01%
156
+7
700
$14.5K 0.01%
71