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
1051
$3.1K ﹤0.01%
132
1052
$3.08K ﹤0.01%
91
1053
$3.02K ﹤0.01%
65
1054
$2.99K ﹤0.01%
32
+7
1055
$2.98K ﹤0.01%
31
1056
$2.97K ﹤0.01%
305
+112
1057
$2.93K ﹤0.01%
120
+28
1058
$2.91K ﹤0.01%
25
+7
1059
$2.89K ﹤0.01%
18
-9
1060
$2.88K ﹤0.01%
69
1061
$2.88K ﹤0.01%
36
1062
$2.86K ﹤0.01%
64
+12
1063
$2.85K ﹤0.01%
25
-22
1064
$2.85K ﹤0.01%
91
1065
$2.81K ﹤0.01%
68
1066
$2.75K ﹤0.01%
23
+10
1067
$2.75K ﹤0.01%
102
1068
$2.75K ﹤0.01%
37
1069
$2.74K ﹤0.01%
20
1070
$2.7K ﹤0.01%
72
1071
$2.7K ﹤0.01%
29
+9
1072
$2.67K ﹤0.01%
12
1073
$2.64K ﹤0.01%
145
1074
$2.61K ﹤0.01%
44
-63
1075
$2.59K ﹤0.01%
205
41 42
43
44 45