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
1026
$3.64K ﹤0.01%
31
1027
$3.63K ﹤0.01%
86
1028
$3.59K ﹤0.01%
86
1029
$3.56K ﹤0.01%
27
1030
$3.54K ﹤0.01%
76
+7
1031
$3.54K ﹤0.01%
13
+4
1032
$3.52K ﹤0.01%
+24
1033
$3.51K ﹤0.01%
35
1034
$3.48K ﹤0.01%
85
1035
$3.41K ﹤0.01%
488
+311
1036
$3.39K ﹤0.01%
+199
1037
$3.39K ﹤0.01%
28
+11
1038
$3.37K ﹤0.01%
10
1039
$3.36K ﹤0.01%
119
+28
1040
$3.35K ﹤0.01%
64
+17
1041
$3.29K ﹤0.01%
33
+8
1042
$3.26K ﹤0.01%
112
1043
$3.26K ﹤0.01%
16
1044
$3.25K ﹤0.01%
88
1045
$3.2K ﹤0.01%
322
1046
$3.17K ﹤0.01%
138
1047
$3.14K ﹤0.01%
23
+14
1048
$3.13K ﹤0.01%
9
1049
$3.11K ﹤0.01%
64
1050
$3.1K ﹤0.01%
132
40 41
42
43 44