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
+$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
126
$282K 0.12%
455
127
$279K 0.12%
3,817
128
$275K 0.12%
1,956
+3
129
$273K 0.12%
2,961
+15
130
$269K 0.11%
5,598
+393
131
$262K 0.11%
6,346
-345
132
$253K 0.11%
1,191
+29
133
$253K 0.11%
735
+1
134
$252K 0.11%
1,413
+3
135
$252K 0.11%
6,142
+1,352
136
$249K 0.11%
2,375
+8
137
$242K 0.1%
2,912
+512
138
$242K 0.1%
5,054
+22
139
$242K 0.1%
10,810
140
$242K 0.1%
8,480
141
$235K 0.1%
2,566
+32
142
$234K 0.1%
6,502
+23
143
$233K 0.1%
2,120
-30
144
$232K 0.1%
3,781
+131
145
$220K 0.09%
3,083
+131
146
$219K 0.09%
582
+10
147
$218K 0.09%
5,145
+55
148
$218K 0.09%
4,110
+77
149
$217K 0.09%
886
+3
150
$213K 0.09%
1,430
+12
4 5
6
7 8