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
251
$97.6K 0.04%
1,074
-10
252
$96.1K 0.04%
+2,154
253
$96.1K 0.04%
2,660
-13
254
$95.9K 0.04%
1,094
255
$95.4K 0.04%
4,820
256
$94.2K 0.04%
31,304
257
$93.3K 0.04%
449
+2
258
$92.6K 0.04%
3,953
+142
259
$91.9K 0.04%
1,640
+719
260
$90.8K 0.04%
4,838
+3,396
261
$90.4K 0.04%
728
262
$90.4K 0.04%
837
263
$89.2K 0.04%
1,140
264
$88.5K 0.04%
728
-3
265
$88.3K 0.04%
228
+34
266
$87.8K 0.04%
283
+6
267
$87.4K 0.04%
4,382
268
$87.1K 0.04%
2,449
+12
269
$85.9K 0.04%
355
-1
270
$85.7K 0.03%
2,850
+2,550
271
$82.8K 0.03%
1,886
-9
272
$81.7K 0.03%
1,966
273
$81.7K 0.03%
1,479
+1
274
$81.5K 0.03%
2,660
+718
275
$80.8K 0.03%
594
-19
9 10
11
12 13