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
951
$5.7K ﹤0.01%
295
952
$5.7K ﹤0.01%
180
953
$5.68K ﹤0.01%
59
954
$5.6K ﹤0.01%
63
-117
955
$5.58K ﹤0.01%
197
956
$5.58K ﹤0.01%
38
+7
957
$5.49K ﹤0.01%
190
958
$5.49K ﹤0.01%
452
959
$5.49K ﹤0.01%
151
960
$5.48K ﹤0.01%
276
-51
961
$5.45K ﹤0.01%
118
+7
962
$5.4K ﹤0.01%
50
+3
963
$5.4K ﹤0.01%
+175
964
$5.4K ﹤0.01%
1,715
965
$5.22K ﹤0.01%
232
966
$5.2K ﹤0.01%
33
967
$5.19K ﹤0.01%
60
-9
968
$5.18K ﹤0.01%
143
+22
969
$5.17K ﹤0.01%
110
+24
970
$5.13K ﹤0.01%
385
971
$5.12K ﹤0.01%
100
972
$5.1K ﹤0.01%
190
973
$5.05K ﹤0.01%
38
974
$5.04K ﹤0.01%
592
975
$5.03K ﹤0.01%
141
37 38
39
40 41