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
1101
$2.12K ﹤0.01%
53
+24
1102
$2.11K ﹤0.01%
15
1103
$2.11K ﹤0.01%
68
1104
$2.1K ﹤0.01%
81
1105
$2.08K ﹤0.01%
10
+3
1106
$2.07K ﹤0.01%
80
+30
1107
$2.06K ﹤0.01%
95
+35
1108
$2.03K ﹤0.01%
65
-43
1109
$1.99K ﹤0.01%
21
1110
$1.99K ﹤0.01%
+19
1111
$1.97K ﹤0.01%
25
+9
1112
$1.97K ﹤0.01%
+152
1113
$1.9K ﹤0.01%
9
+3
1114
$1.88K ﹤0.01%
+11
1115
$1.84K ﹤0.01%
12
+9
1116
$1.84K ﹤0.01%
24
1117
$1.81K ﹤0.01%
+50
1118
$1.81K ﹤0.01%
34
1119
$1.81K ﹤0.01%
49
1120
$1.8K ﹤0.01%
70
1121
$1.78K ﹤0.01%
41
1122
$1.77K ﹤0.01%
100
1123
$1.75K ﹤0.01%
20
+8
1124
$1.73K ﹤0.01%
14
+9
1125
$1.73K ﹤0.01%
39
43 44
45
46 47