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
826
$9.5K ﹤0.01%
170
827
$9.48K ﹤0.01%
81
-27
828
$9.47K ﹤0.01%
218
+118
829
$9.46K ﹤0.01%
130
+8
830
$9.42K ﹤0.01%
542
-268
831
$9.31K ﹤0.01%
33
-1
832
$9.3K ﹤0.01%
362
-86
833
$9.28K ﹤0.01%
40
+3
834
$9.24K ﹤0.01%
67
835
$9.24K ﹤0.01%
40
836
$9.21K ﹤0.01%
350
837
$9.16K ﹤0.01%
490
838
$9.09K ﹤0.01%
416
839
$9.05K ﹤0.01%
300
840
$9.04K ﹤0.01%
360
841
$8.98K ﹤0.01%
98
+20
842
$8.96K ﹤0.01%
423
843
$8.96K ﹤0.01%
474
844
$8.96K ﹤0.01%
139
+5
845
$8.95K ﹤0.01%
413
-234
846
$8.94K ﹤0.01%
161
+24
847
$8.93K ﹤0.01%
207
-180
848
$8.9K ﹤0.01%
267
-16
849
$8.89K ﹤0.01%
1,118
850
$8.83K ﹤0.01%
42
+8
32 33
34
35 36