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
201
$137K 0.06%
1,960
-60
202
$136K 0.06%
5,903
203
$133K 0.06%
966
204
$131K 0.06%
3,743
205
$129K 0.05%
2,318
+72
206
$123K 0.05%
1,360
+20
207
$118K 0.05%
3,523
+14
208
$118K 0.05%
3,919
+24
209
$117K 0.05%
865
+16
210
$116K 0.05%
4,446
-22
211
$114K 0.05%
3,788
212
$114K 0.05%
1,046
-3
213
$114K 0.05%
172
+5
214
$113K 0.05%
3,456
-616
215
$113K 0.05%
823
216
$112K 0.05%
5,821
217
$112K 0.05%
1,464
218
$110K 0.05%
1,341
+21
219
$109K 0.05%
1,451
+37
220
$106K 0.05%
277
221
$106K 0.04%
899
-44
222
$102K 0.04%
1,634
-45
223
$101K 0.04%
557
224
$101K 0.04%
804
225
$100K 0.04%
1,075
+12
7 8
9
10 11