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
+$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
1026
$3.68K ﹤0.01%
41
+20
1027
$3.64K ﹤0.01%
31
1028
$3.63K ﹤0.01%
86
1029
$3.59K ﹤0.01%
86
1030
$3.56K ﹤0.01%
27
1031
$3.54K ﹤0.01%
76
+7
1032
$3.54K ﹤0.01%
13
+4
1033
$3.52K ﹤0.01%
+24
1034
$3.51K ﹤0.01%
35
1035
$3.48K ﹤0.01%
85
1036
$3.41K ﹤0.01%
488
+311
1037
$3.39K ﹤0.01%
+199
1038
$3.39K ﹤0.01%
28
+11
1039
$3.37K ﹤0.01%
10
1040
$3.36K ﹤0.01%
119
+28
1041
$3.35K ﹤0.01%
64
+17
1042
$3.29K ﹤0.01%
33
+8
1043
$3.26K ﹤0.01%
112
1044
$3.26K ﹤0.01%
16
1045
$3.25K ﹤0.01%
88
1046
$3.2K ﹤0.01%
322
1047
$3.17K ﹤0.01%
138
1048
$3.14K ﹤0.01%
23
+14
1049
$3.13K ﹤0.01%
9
1050
$3.11K ﹤0.01%
64
40 41
42
43 44