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
801
$10.1K ﹤0.01%
2,955
802
$10.1K ﹤0.01%
+604
803
$10.1K ﹤0.01%
100
804
$10.1K ﹤0.01%
82
+8
805
$10K ﹤0.01%
+401
806
$9.97K ﹤0.01%
271
807
$9.96K ﹤0.01%
48
808
$9.95K ﹤0.01%
165
+23
809
$9.92K ﹤0.01%
70
+8
810
$9.89K ﹤0.01%
76
-3
811
$9.84K ﹤0.01%
571
812
$9.81K ﹤0.01%
488
813
$9.81K ﹤0.01%
229
+99
814
$9.77K ﹤0.01%
337
815
$9.75K ﹤0.01%
64
+8
816
$9.74K ﹤0.01%
185
817
$9.73K ﹤0.01%
186
818
$9.61K ﹤0.01%
440
-189
819
$9.58K ﹤0.01%
1,959
820
$9.56K ﹤0.01%
497
821
$9.54K ﹤0.01%
37
822
$9.54K ﹤0.01%
755
823
$9.53K ﹤0.01%
578
824
$9.51K ﹤0.01%
73
+27
825
$9.5K ﹤0.01%
170
31 32
33
34 35