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
1076
$2.56K ﹤0.01%
16
+5
1077
$2.55K ﹤0.01%
20
1078
$2.52K ﹤0.01%
56
1079
$2.5K ﹤0.01%
58
1080
$2.49K ﹤0.01%
14
+7
1081
$2.48K ﹤0.01%
80
1082
$2.38K ﹤0.01%
33
1083
$2.37K ﹤0.01%
108
1084
$2.36K ﹤0.01%
+63
1085
$2.36K ﹤0.01%
145
-49
1086
$2.34K ﹤0.01%
18
1087
$2.32K ﹤0.01%
+7
1088
$2.32K ﹤0.01%
17
1089
$2.3K ﹤0.01%
20
1090
$2.29K ﹤0.01%
108
1091
$2.29K ﹤0.01%
44
1092
$2.27K ﹤0.01%
38
+4
1093
$2.25K ﹤0.01%
338
+239
1094
$2.24K ﹤0.01%
13
+4
1095
$2.2K ﹤0.01%
7
1096
$2.2K ﹤0.01%
2
1097
$2.2K ﹤0.01%
28
+6
1098
$2.19K ﹤0.01%
48
+23
1099
$2.18K ﹤0.01%
6
+3
1100
$2.18K ﹤0.01%
22
42 43
44
45 46