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
1
$21.6M 9.17%
1,426,308
-6,774
2
$17.2M 7.28%
129,316
+4
3
$7.48M 3.17%
35,288
-115
4
$6.83M 2.9%
222,846
+2,534
5
$6.3M 2.67%
16,848
-95
6
$6.23M 2.64%
53,560
-1,592
7
$5.33M 2.26%
23,985
+423
8
$5.21M 2.21%
234,220
-892
9
$4.51M 1.91%
788,467
+1,004
10
$4.48M 1.9%
41,835
+155
11
$4.44M 1.88%
28,226
+140
12
$4.23M 1.79%
38,593
+43
13
$3.73M 1.58%
69,259
+1,923
14
$3.45M 1.46%
50,346
+1,170
15
$3.42M 1.45%
15,918
-29
16
$3.4M 1.44%
20,880
+240
17
$3.23M 1.37%
23,395
+873
18
$2.79M 1.18%
21,927
+548
19
$2.5M 1.06%
48,456
-1,777
20
$2.36M 1%
77,740
-1,003
21
$2.32M 0.98%
26,460
+60
22
$2.32M 0.98%
25,215
+39
23
$2.19M 0.93%
12,414
+20
24
$2M 0.85%
7,514
+63
25
$1.8M 0.77%
79,377
+1,284
1
2 3 4 5