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
726
$13.4K 0.01%
222
727
$13.4K 0.01%
1,609
728
$13.4K 0.01%
+747
729
$13.4K 0.01%
390
730
$13.3K 0.01%
497
731
$13.3K 0.01%
242
732
$13.3K 0.01%
412
733
$13.3K 0.01%
105
+9
734
$13.2K 0.01%
746
735
$13.2K 0.01%
190
736
$13.1K 0.01%
60
+5
737
$13K 0.01%
204
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738
$13K 0.01%
285
739
$13K 0.01%
101
740
$12.9K 0.01%
2,099
741
$12.9K 0.01%
735
+354
742
$12.9K 0.01%
+2,958
743
$12.9K 0.01%
1,686
744
$12.9K 0.01%
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745
$12.8K 0.01%
1,097
746
$12.8K 0.01%
544
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747
$12.8K 0.01%
44
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748
$12.7K 0.01%
86
749
$12.6K 0.01%
1,112
750
$12.6K 0.01%
120