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
$246M
AUM Growth
-$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$357K
3
+$285K
4
CVX icon
Chevron
CVX
+$246K
5
K
Kellanova
K
+$242K

Top Sells

1
+$213K
2
+$208K
3
+$195K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$127K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$124K

Sector Composition

1 Technology 16.14%
2 Healthcare 12%
3 Financials 9.28%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.05%
1,164
227
$118K 0.05%
4,309
+23
228
$117K 0.05%
396
+3
229
$116K 0.05%
1,006
-13
230
$115K 0.05%
13,504
+7,086
231
$115K 0.05%
24,810
+13,172
232
$115K 0.05%
12,460
+6,444
233
$114K 0.05%
9,672
+5,129
234
$113K 0.05%
7,364
-898
235
$112K 0.05%
1,054
-17
236
$110K 0.04%
1,788
+21
237
$109K 0.04%
5,357
-1,619
238
$109K 0.04%
2,927
239
$109K 0.04%
1,344
+801
240
$108K 0.04%
1,435
+10
241
$108K 0.04%
3,294
+264
242
$108K 0.04%
1,431
-12
243
$106K 0.04%
2,820
-44
244
$105K 0.04%
3,515
+23
245
$104K 0.04%
7,425
+12
246
$104K 0.04%
1,435
+8
247
$101K 0.04%
3,550
-24
248
$101K 0.04%
905
+6
249
$99.1K 0.04%
2,046
+5
250
$97.9K 0.04%
2,924
-40
8 9
10
11 12