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
1101
$2.18K ﹤0.01%
22
1102
$2.12K ﹤0.01%
53
+24
1103
$2.11K ﹤0.01%
15
1104
$2.11K ﹤0.01%
68
1105
$2.1K ﹤0.01%
81
1106
$2.08K ﹤0.01%
10
+3
1107
$2.07K ﹤0.01%
80
+30
1108
$2.06K ﹤0.01%
95
+35
1109
$2.03K ﹤0.01%
65
-43
1110
$1.99K ﹤0.01%
21
1111
$1.99K ﹤0.01%
+19
1112
$1.97K ﹤0.01%
25
+9
1113
$1.97K ﹤0.01%
+152
1114
$1.9K ﹤0.01%
9
+3
1115
$1.88K ﹤0.01%
+11
1116
$1.84K ﹤0.01%
12
+9
1117
$1.84K ﹤0.01%
24
1118
$1.81K ﹤0.01%
+50
1119
$1.81K ﹤0.01%
34
1120
$1.81K ﹤0.01%
49
1121
$1.8K ﹤0.01%
70
1122
$1.78K ﹤0.01%
41
1123
$1.77K ﹤0.01%
100
1124
$1.75K ﹤0.01%
20
+8
1125
$1.73K ﹤0.01%
14
+9
43 44
45
46 47