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
+$397K
2
+$190K
3
+$159K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$119K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$102K

Top Sells

1
+$174K
2
+$166K
3
+$96.9K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$85.4K
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
$11.3K ﹤0.01%
285
+56
777
$11.2K ﹤0.01%
95
778
$11.2K ﹤0.01%
310
779
$11.2K ﹤0.01%
912
780
$11.1K ﹤0.01%
221
+13
781
$11.1K ﹤0.01%
+500
782
$11K ﹤0.01%
83
+4
783
$10.9K ﹤0.01%
1,260
784
$10.9K ﹤0.01%
285
785
$10.9K ﹤0.01%
141
786
$10.9K ﹤0.01%
256
787
$10.8K ﹤0.01%
90
+6
788
$10.8K ﹤0.01%
349
789
$10.7K ﹤0.01%
184
790
$10.7K ﹤0.01%
854
-61
791
$10.6K ﹤0.01%
100
792
$10.6K ﹤0.01%
88
793
$10.5K ﹤0.01%
71
+6
794
$10.5K ﹤0.01%
658
795
$10.4K ﹤0.01%
280
796
$10.4K ﹤0.01%
191
797
$10.3K ﹤0.01%
332
798
$10.3K ﹤0.01%
746
799
$10.2K ﹤0.01%
47
+3
800
$10.1K ﹤0.01%
1,170
30 31
32
33 34