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
1176
$1.07K ﹤0.01%
78
-73
1177
$1.06K ﹤0.01%
54
1178
$1.05K ﹤0.01%
+84
1179
$1.04K ﹤0.01%
10
+4
1180
$1.01K ﹤0.01%
30
1181
$1K ﹤0.01%
19
1182
$963 ﹤0.01%
33
-99
1183
$947 ﹤0.01%
13
1184
$938 ﹤0.01%
45
-23
1185
$927 ﹤0.01%
+27
1186
$903 ﹤0.01%
8
+5
1187
$893 ﹤0.01%
30
1188
$886 ﹤0.01%
20
1189
$874 ﹤0.01%
10
1190
$825 ﹤0.01%
6
1191
$778 ﹤0.01%
17
1192
$768 ﹤0.01%
+20
1193
$756 ﹤0.01%
25
1194
$697 ﹤0.01%
18
1195
$679 ﹤0.01%
19
1196
$660 ﹤0.01%
10
1197
$660 ﹤0.01%
+18
1198
$652 ﹤0.01%
18
1199
$647 ﹤0.01%
26
1200
$631 ﹤0.01%
52
46 47
48
49 50