SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1151
$1.32K ﹤0.01%
+90
1152
$1.3K ﹤0.01%
28
-14
1153
$1.3K ﹤0.01%
29
1154
$1.3K ﹤0.01%
30
1155
$1.29K ﹤0.01%
54
1156
$1.29K ﹤0.01%
104
-24
1157
$1.28K ﹤0.01%
37
+26
1158
$1.28K ﹤0.01%
17
1159
$1.27K ﹤0.01%
30
1160
$1.27K ﹤0.01%
108
+62
1161
$1.26K ﹤0.01%
18
-15
1162
$1.25K ﹤0.01%
34
1163
$1.24K ﹤0.01%
13
+10
1164
$1.23K ﹤0.01%
7
+3
1165
$1.23K ﹤0.01%
39
+15
1166
$1.23K ﹤0.01%
+50
1167
$1.19K ﹤0.01%
10
+7
1168
$1.18K ﹤0.01%
91
1169
$1.13K ﹤0.01%
5
1170
$1.12K ﹤0.01%
38
+18
1171
$1.11K ﹤0.01%
7
1172
$1.11K ﹤0.01%
21
1173
$1.1K ﹤0.01%
7
+4
1174
$1.1K ﹤0.01%
+22
1175
$1.09K ﹤0.01%
8
45 46
47
48 49