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
1126
$1.72K ﹤0.01%
29
1127
$1.71K ﹤0.01%
10
1128
$1.71K ﹤0.01%
62
+25
1129
$1.71K ﹤0.01%
9
+6
1130
$1.68K ﹤0.01%
171
-96
1131
$1.68K ﹤0.01%
7
+2
1132
$1.67K ﹤0.01%
34
+9
1133
$1.62K ﹤0.01%
26
1134
$1.62K ﹤0.01%
32
1135
$1.62K ﹤0.01%
19
1136
$1.6K ﹤0.01%
24
1137
$1.59K ﹤0.01%
8
+5
1138
$1.56K ﹤0.01%
100
1139
$1.56K ﹤0.01%
12
+7
1140
$1.52K ﹤0.01%
+10
1141
$1.49K ﹤0.01%
28
+13
1142
$1.46K ﹤0.01%
50
1143
$1.46K ﹤0.01%
+11
1144
$1.45K ﹤0.01%
43
-95
1145
$1.44K ﹤0.01%
14
1146
$1.4K ﹤0.01%
44
+28
1147
$1.39K ﹤0.01%
19
1148
$1.38K ﹤0.01%
9
+3
1149
$1.34K ﹤0.01%
3
1150
$1.32K ﹤0.01%
+90
44 45
46
47 48