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
776
$11.4K ﹤0.01%
327
777
$11.3K ﹤0.01%
285
+56
778
$11.2K ﹤0.01%
95
779
$11.2K ﹤0.01%
310
780
$11.2K ﹤0.01%
912
781
$11.1K ﹤0.01%
221
+13
782
$11.1K ﹤0.01%
+500
783
$11K ﹤0.01%
83
+4
784
$10.9K ﹤0.01%
1,260
785
$10.9K ﹤0.01%
285
786
$10.9K ﹤0.01%
141
787
$10.9K ﹤0.01%
256
788
$10.8K ﹤0.01%
90
+6
789
$10.8K ﹤0.01%
349
790
$10.7K ﹤0.01%
184
791
$10.7K ﹤0.01%
854
-61
792
$10.6K ﹤0.01%
100
793
$10.6K ﹤0.01%
88
794
$10.5K ﹤0.01%
71
+6
795
$10.5K ﹤0.01%
658
796
$10.4K ﹤0.01%
280
797
$10.4K ﹤0.01%
191
798
$10.3K ﹤0.01%
332
799
$10.3K ﹤0.01%
746
800
$10.2K ﹤0.01%
47
+3
30 31
32
33 34