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
826
$9.48K ﹤0.01%
81
-27
827
$9.47K ﹤0.01%
218
+118
828
$9.46K ﹤0.01%
130
+8
829
$9.42K ﹤0.01%
542
-268
830
$9.31K ﹤0.01%
33
-1
831
$9.3K ﹤0.01%
362
-86
832
$9.28K ﹤0.01%
40
+3
833
$9.24K ﹤0.01%
67
834
$9.24K ﹤0.01%
40
835
$9.21K ﹤0.01%
350
836
$9.16K ﹤0.01%
490
837
$9.09K ﹤0.01%
416
838
$9.05K ﹤0.01%
300
839
$9.04K ﹤0.01%
360
840
$8.98K ﹤0.01%
98
+20
841
$8.96K ﹤0.01%
423
842
$8.96K ﹤0.01%
474
843
$8.96K ﹤0.01%
139
+5
844
$8.95K ﹤0.01%
413
-234
845
$8.94K ﹤0.01%
161
+24
846
$8.93K ﹤0.01%
207
-180
847
$8.9K ﹤0.01%
267
-16
848
$8.89K ﹤0.01%
1,118
849
$8.83K ﹤0.01%
42
+8
850
$8.83K ﹤0.01%
125
32 33
34
35 36