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
876
$8.02K ﹤0.01%
94
+43
877
$7.95K ﹤0.01%
406
878
$7.87K ﹤0.01%
690
879
$7.86K ﹤0.01%
212
880
$7.81K ﹤0.01%
428
881
$7.78K ﹤0.01%
779
882
$7.76K ﹤0.01%
165
883
$7.74K ﹤0.01%
160
+22
884
$7.71K ﹤0.01%
347
885
$7.7K ﹤0.01%
262
886
$7.7K ﹤0.01%
169
887
$7.7K ﹤0.01%
300
888
$7.67K ﹤0.01%
325
889
$7.65K ﹤0.01%
98
890
$7.62K ﹤0.01%
102
+24
891
$7.58K ﹤0.01%
57
892
$7.58K ﹤0.01%
920
893
$7.48K ﹤0.01%
14
894
$7.43K ﹤0.01%
162
-15
895
$7.35K ﹤0.01%
241
896
$7.35K ﹤0.01%
41
+3
897
$7.34K ﹤0.01%
497
898
$7.33K ﹤0.01%
353
899
$7.18K ﹤0.01%
276
+13
900
$7.16K ﹤0.01%
110
34 35
36
37 38