SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
51
$808K 0.34%
4,122
+6
52
$759K 0.32%
11,248
-148
53
$754K 0.32%
4,140
+13
54
$746K 0.32%
150,782
-13,034
55
$745K 0.32%
3,577
+15
56
$743K 0.32%
35,018
-76
57
$726K 0.31%
11,706
+39
58
$722K 0.31%
19,604
-1,136
59
$714K 0.3%
3,940
+49
60
$667K 0.28%
9,033
+5,299
61
$660K 0.28%
4,333
-73
62
$658K 0.28%
1,843
+21
63
$645K 0.27%
10,112
-816
64
$641K 0.27%
2,383
+8
65
$629K 0.27%
1,257
+13
66
$622K 0.26%
13,180
-1,150
67
$616K 0.26%
3,487
+12
68
$614K 0.26%
3,116
+15
69
$604K 0.26%
2,900
+16
70
$594K 0.25%
5,072
+304
71
$586K 0.25%
11,178
+122
72
$582K 0.25%
2,531
+11
73
$552K 0.23%
34,400
74
$549K 0.23%
5,135
+95
75
$537K 0.23%
7,870
+46
1 2
3
4 5