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
901
$7.09K ﹤0.01%
101
902
$7.06K ﹤0.01%
137
903
$7.03K ﹤0.01%
206
904
$7.02K ﹤0.01%
409
905
$6.97K ﹤0.01%
455
906
$6.97K ﹤0.01%
240
907
$6.96K ﹤0.01%
314
908
$6.94K ﹤0.01%
36
+8
909
$6.94K ﹤0.01%
150
+10
910
$6.93K ﹤0.01%
69
+8
911
$6.89K ﹤0.01%
1,439
912
$6.88K ﹤0.01%
396
913
$6.86K ﹤0.01%
94
+13
914
$6.8K ﹤0.01%
182
915
$6.78K ﹤0.01%
368
-5
916
$6.73K ﹤0.01%
167
917
$6.6K ﹤0.01%
156
918
$6.54K ﹤0.01%
414
-146
919
$6.53K ﹤0.01%
131
-32
920
$6.47K ﹤0.01%
25
+3
921
$6.47K ﹤0.01%
417
922
$6.47K ﹤0.01%
73
923
$6.45K ﹤0.01%
150
924
$6.43K ﹤0.01%
26
+3
925
$6.39K ﹤0.01%
381
35 36
37
38 39