SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
+$391K
2
+$185K
3
+$159K
4
TSLA icon
Tesla
TSLA
+$128K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$121K

Top Sells

1
+$185K
2
+$166K
3
+$103K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$91.8K
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
76
$531K 0.23%
1,614
+7
77
$529K 0.22%
1,058
+3
78
$511K 0.22%
945
+12
79
$507K 0.22%
38,840
-560
80
$503K 0.21%
1,418
+6
81
$486K 0.21%
2,076
+28
82
$486K 0.21%
8,304
+29
83
$484K 0.21%
5,606
+24
84
$479K 0.2%
2,151
+18
85
$474K 0.2%
3,167
+3
86
$469K 0.2%
4,047
-333
87
$462K 0.2%
3,429
+20
88
$453K 0.19%
5,296
+6
89
$451K 0.19%
3,734
+26
90
$451K 0.19%
2,673
+64
91
$437K 0.19%
19,960
92
$435K 0.18%
9,728
-231
93
$431K 0.18%
4,942
94
$417K 0.18%
4,215
+8
95
$414K 0.18%
2,930
+15
96
$409K 0.17%
1,977
+111
97
$408K 0.17%
1,887
+18
98
$407K 0.17%
1,269
+4
99
$402K 0.17%
1,116
+5
100
$391K 0.17%
2,454
+10
2 3
4
5 6