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
976
$5.02K ﹤0.01%
80
+13
977
$5.01K ﹤0.01%
170
978
$5K ﹤0.01%
53
979
$4.9K ﹤0.01%
32
+5
980
$4.88K ﹤0.01%
41
+3
981
$4.88K ﹤0.01%
52
982
$4.87K ﹤0.01%
63
983
$4.87K ﹤0.01%
33
984
$4.84K ﹤0.01%
510
985
$4.82K ﹤0.01%
51
-5
986
$4.81K ﹤0.01%
27
+4
987
$4.8K ﹤0.01%
125
+6
988
$4.75K ﹤0.01%
207
989
$4.74K ﹤0.01%
36
+6
990
$4.71K ﹤0.01%
+521
991
$4.7K ﹤0.01%
71
+11
992
$4.68K ﹤0.01%
43
+1
993
$4.68K ﹤0.01%
48
+10
994
$4.65K ﹤0.01%
152
+36
995
$4.65K ﹤0.01%
98
996
$4.64K ﹤0.01%
91
997
$4.62K ﹤0.01%
32
+4
998
$4.61K ﹤0.01%
45
+6
999
$4.61K ﹤0.01%
276
1000
$4.58K ﹤0.01%
34
38 39
40
41 42