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
176
$168K 0.07%
662
177
$167K 0.07%
1,069
+18
178
$167K 0.07%
5,528
+8
179
$166K 0.07%
5,259
+1,634
180
$165K 0.07%
4,683
181
$164K 0.07%
1,443
+13
182
$162K 0.07%
1,416
183
$161K 0.07%
1,389
-44
184
$155K 0.07%
3,530
+90
185
$152K 0.06%
1,644
-16
186
$150K 0.06%
6,853
187
$149K 0.06%
3,180
+17
188
$149K 0.06%
1,494
+25
189
$147K 0.06%
6,401
190
$146K 0.06%
1,016
+10
191
$145K 0.06%
6,423
192
$144K 0.06%
2,290
+14
193
$144K 0.06%
827
+5
194
$144K 0.06%
1,305
+15
195
$142K 0.06%
347
+6
196
$142K 0.06%
1,493
197
$141K 0.06%
1,447
198
$140K 0.06%
8,538
199
$140K 0.06%
589
200
$140K 0.06%
2,454
6 7
8
9 10