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
1201
$631 ﹤0.01%
52
1202
$616 ﹤0.01%
8
1203
$615 ﹤0.01%
16
-133
1204
$606 ﹤0.01%
8
1205
$603 ﹤0.01%
11
1206
$600 ﹤0.01%
3
-4
1207
$551 ﹤0.01%
51
1208
$466 ﹤0.01%
5
-3
1209
$404 ﹤0.01%
11
1210
$391 ﹤0.01%
+100
1211
$375 ﹤0.01%
13
1212
$360 ﹤0.01%
16
-27
1213
$358 ﹤0.01%
11
-78
1214
$353 ﹤0.01%
2
1215
$349 ﹤0.01%
12
1216
$323 ﹤0.01%
13
1217
$296 ﹤0.01%
+3
1218
$251 ﹤0.01%
44
1219
$244 ﹤0.01%
3
-3
1220
$231 ﹤0.01%
8
1221
$224 ﹤0.01%
7
1222
$188 ﹤0.01%
+8
1223
$178 ﹤0.01%
10
1224
$137 ﹤0.01%
1
1225
$122 ﹤0.01%
1
47 48
49
50 51