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
751
$12.6K 0.01%
178
752
$12.6K 0.01%
362
753
$12.5K 0.01%
450
754
$12.4K 0.01%
207
755
$12.4K 0.01%
145
+9
756
$12.4K 0.01%
275
757
$12.2K 0.01%
369
758
$12.2K 0.01%
2,805
759
$12.2K 0.01%
301
760
$12.2K 0.01%
+272
761
$12.1K 0.01%
588
762
$12.1K 0.01%
231
763
$12K 0.01%
+128
764
$11.9K 0.01%
754
-22
765
$11.9K 0.01%
+401
766
$11.8K 0.01%
198
-226
767
$11.8K 0.01%
387
+96
768
$11.7K 0.01%
2,786
769
$11.6K ﹤0.01%
612
770
$11.6K ﹤0.01%
231
771
$11.5K ﹤0.01%
1,088
772
$11.5K ﹤0.01%
343
773
$11.5K ﹤0.01%
341
774
$11.5K ﹤0.01%
80
+5
775
$11.4K ﹤0.01%
439
29 30
31
32 33