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
101
$386K 0.16%
5,340
102
$384K 0.16%
1,024
+22
103
$381K 0.16%
2,265
+13
104
$375K 0.16%
12,500
105
$370K 0.16%
4,472
+37
106
$368K 0.16%
6,260
+3,147
107
$366K 0.16%
1,709
+36
108
$364K 0.15%
16,745
-1,141
109
$360K 0.15%
4,533
110
$355K 0.15%
492
+5
111
$355K 0.15%
2,949
+8
112
$336K 0.14%
2,373
+30
113
$330K 0.14%
3,810
114
$324K 0.14%
1,425
+5
115
$320K 0.14%
687
+10
116
$316K 0.13%
1,200
+7
117
$316K 0.13%
1,856
+19
118
$315K 0.13%
1,004
+55
119
$313K 0.13%
7,048
+31
120
$313K 0.13%
2,671
+15
121
$309K 0.13%
1,267
+4
122
$297K 0.13%
13,899
123
$294K 0.12%
3,354
124
$285K 0.12%
10,436
125
$283K 0.12%
4,140
-51
3 4
5
6 7