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
1001
$4.56K ﹤0.01%
41
+3
1002
$4.54K ﹤0.01%
296
1003
$4.53K ﹤0.01%
331
+2
1004
$4.47K ﹤0.01%
91
1005
$4.47K ﹤0.01%
215
+28
1006
$4.45K ﹤0.01%
83
+14
1007
$4.34K ﹤0.01%
215
1008
$4.25K ﹤0.01%
19
1009
$4.17K ﹤0.01%
241
+5
1010
$4.07K ﹤0.01%
40
1011
$4.04K ﹤0.01%
65
+14
1012
$4.04K ﹤0.01%
20
+4
1013
$4.01K ﹤0.01%
51
1014
$4K ﹤0.01%
46
+8
1015
$4K ﹤0.01%
96
+79
1016
$4K ﹤0.01%
33
1017
$3.95K ﹤0.01%
31
+9
1018
$3.9K ﹤0.01%
198
1019
$3.82K ﹤0.01%
95
1020
$3.77K ﹤0.01%
75
1021
$3.72K ﹤0.01%
39
1022
$3.72K ﹤0.01%
196
+6
1023
$3.7K ﹤0.01%
37
1024
$3.69K ﹤0.01%
70
+30
1025
$3.68K ﹤0.01%
41
+20
39 40
41
42 43