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
1226
$106 ﹤0.01%
20
-138
1227
$85 ﹤0.01%
1
1228
$59 ﹤0.01%
6
1229
$44 ﹤0.01%
10
-1
1230
$11 ﹤0.01%
1
1231
– –
-792
1232
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-776
1233
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-13
1234
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-85
1235
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1236
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-2,105
1237
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1238
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1239
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1240
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1241
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1243
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1245
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1246
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1247
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-3
1248
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1249
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0
1250
– –
-757
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