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
276
$80.3K 0.03%
2,154
-162
277
$80K 0.03%
4,294
-907
278
$79.9K 0.03%
960
279
$79.4K 0.03%
1,066
-9
280
$79.2K 0.03%
1,172
+14
281
$79K 0.03%
831
-3
282
$78.9K 0.03%
2,385
283
$78.4K 0.03%
5,733
-282
284
$78.4K 0.03%
6,814
+415
285
$78.3K 0.03%
1,594
-55
286
$77.9K 0.03%
1,356
-76
287
$77.3K 0.03%
752
+4
288
$76.8K 0.03%
1,442
-77
289
$76.4K 0.03%
5,854
+1,535
290
$75.8K 0.03%
1,188
-7
291
$75.2K 0.03%
1,632
292
$75K 0.03%
1,066
-2
293
$74.8K 0.03%
543
+522
294
$74.4K 0.03%
700
+24
295
$73.9K 0.03%
843
296
$72.8K 0.03%
5,820
-1
297
$72.8K 0.03%
2,470
-20
298
$72.6K 0.03%
786
-15
299
$72.3K 0.03%
1,204
+9
300
$72.3K 0.03%
1,242
-18
10 11
12
13 14