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
926
$6.39K ﹤0.01%
287
927
$6.38K ﹤0.01%
244
928
$6.37K ﹤0.01%
1,364
929
$6.36K ﹤0.01%
250
930
$6.36K ﹤0.01%
+30
931
$6.35K ﹤0.01%
218
932
$6.33K ﹤0.01%
352
933
$6.31K ﹤0.01%
22
934
$6.28K ﹤0.01%
23
+3
935
$6.22K ﹤0.01%
425
936
$6.21K ﹤0.01%
69
937
$6.17K ﹤0.01%
127
938
$6.17K ﹤0.01%
210
939
$6.16K ﹤0.01%
834
940
$6.16K ﹤0.01%
371
941
$6.13K ﹤0.01%
193
-11
942
$6.06K ﹤0.01%
40
+4
943
$6.05K ﹤0.01%
302
+71
944
$6.02K ﹤0.01%
21
945
$6.01K ﹤0.01%
127
946
$6K ﹤0.01%
200
947
$5.99K ﹤0.01%
294
948
$5.9K ﹤0.01%
190
949
$5.88K ﹤0.01%
198
950
$5.78K ﹤0.01%
138
36 37
38
39 40