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
851
$8.83K ﹤0.01%
467
+101
852
$8.76K ﹤0.01%
451
853
$8.7K ﹤0.01%
38
854
$8.69K ﹤0.01%
361
855
$8.65K ﹤0.01%
179
+11
856
$8.62K ﹤0.01%
157
857
$8.5K ﹤0.01%
40
+4
858
$8.49K ﹤0.01%
307
859
$8.45K ﹤0.01%
64
+6
860
$8.45K ﹤0.01%
319
861
$8.44K ﹤0.01%
408
862
$8.44K ﹤0.01%
466
863
$8.43K ﹤0.01%
561
864
$8.3K ﹤0.01%
32
865
$8.28K ﹤0.01%
33
+3
866
$8.22K ﹤0.01%
87
+7
867
$8.22K ﹤0.01%
411
868
$8.2K ﹤0.01%
189
869
$8.19K ﹤0.01%
1,108
870
$8.19K ﹤0.01%
1,027
871
$8.16K ﹤0.01%
42
+4
872
$8.16K ﹤0.01%
56
873
$8.08K ﹤0.01%
636
874
$8.06K ﹤0.01%
49
+3
875
$8.04K ﹤0.01%
398
33 34
35
36 37