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
701
$14.5K 0.01%
1,173
702
$14.4K 0.01%
378
703
$14.4K 0.01%
256
704
$14.3K 0.01%
689
705
$14.3K 0.01%
+1,365
706
$14.3K 0.01%
149
707
$14.2K 0.01%
608
708
$14.1K 0.01%
292
709
$14.1K 0.01%
1,044
710
$14.1K 0.01%
122
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711
$14K 0.01%
345
712
$14K 0.01%
564
713
$13.9K 0.01%
340
714
$13.8K 0.01%
815
715
$13.8K 0.01%
515
716
$13.8K 0.01%
89
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717
$13.8K 0.01%
475
718
$13.7K 0.01%
325
719
$13.7K 0.01%
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720
$13.6K 0.01%
336
721
$13.6K 0.01%
1,127
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722
$13.6K 0.01%
1,719
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723
$13.5K 0.01%
675
724
$13.5K 0.01%
1,024
725
$13.5K 0.01%
350