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
151
$210K 0.09%
5,255
+60
152
$209K 0.09%
3,528
153
$209K 0.09%
934
-14
154
$206K 0.09%
1,745
+20
155
$204K 0.09%
4,076
-34
156
$198K 0.08%
1,086
+9
157
$196K 0.08%
3,473
+3
158
$196K 0.08%
4,205
+16
159
$196K 0.08%
2,002
+9
160
$194K 0.08%
10,041
161
$193K 0.08%
1,323
+17
162
$188K 0.08%
2,188
163
$186K 0.08%
2,385
-130
164
$184K 0.08%
1,112
+27
165
$184K 0.08%
3,546
166
$184K 0.08%
4,164
167
$184K 0.08%
1,391
-10
168
$182K 0.08%
4,557
-517
169
$182K 0.08%
2,453
-61
170
$180K 0.08%
11,196
+62
171
$179K 0.08%
3,114
172
$176K 0.07%
2,765
-12
173
$172K 0.07%
2,785
-10
174
$170K 0.07%
3,646
+22
175
$169K 0.07%
374
5 6
7
8 9