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
1051
$3.08K ﹤0.01%
91
1052
$3.02K ﹤0.01%
65
1053
$2.99K ﹤0.01%
32
+7
1054
$2.98K ﹤0.01%
31
1055
$2.97K ﹤0.01%
305
+112
1056
$2.93K ﹤0.01%
120
+28
1057
$2.91K ﹤0.01%
25
+7
1058
$2.89K ﹤0.01%
18
-9
1059
$2.88K ﹤0.01%
69
1060
$2.88K ﹤0.01%
36
1061
$2.86K ﹤0.01%
64
+12
1062
$2.85K ﹤0.01%
25
-22
1063
$2.85K ﹤0.01%
91
1064
$2.81K ﹤0.01%
68
1065
$2.75K ﹤0.01%
23
+10
1066
$2.75K ﹤0.01%
102
1067
$2.75K ﹤0.01%
37
1068
$2.74K ﹤0.01%
20
1069
$2.7K ﹤0.01%
72
1070
$2.7K ﹤0.01%
29
+9
1071
$2.67K ﹤0.01%
12
1072
$2.64K ﹤0.01%
145
1073
$2.61K ﹤0.01%
44
-63
1074
$2.59K ﹤0.01%
205
1075
$2.57K ﹤0.01%
47
41 42
43
44 45