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
301
$72.1K 0.03%
2,837
+21
302
$71.7K 0.03%
868
-6
303
$71.6K 0.03%
1,936
304
$71.1K 0.03%
177
305
$71.1K 0.03%
633
+4
306
$71K 0.03%
1,578
-29
307
$70.5K 0.03%
2,534
+417
308
$70.4K 0.03%
819
-7
309
$70.1K 0.03%
906
-2
310
$70K 0.03%
305
311
$69.9K 0.03%
2,260
312
$69K 0.03%
845
-2
313
$68.7K 0.03%
3,152
+24
314
$67.7K 0.03%
924
+33
315
$67.6K 0.03%
10,561
+5,516
316
$67.4K 0.03%
1,435
-12
317
$67.3K 0.03%
1,790
318
$67.3K 0.03%
2,014
319
$67K 0.03%
859
320
$66.8K 0.03%
525
+153
321
$66.7K 0.03%
192
322
$66.4K 0.03%
313
323
$66.1K 0.03%
706
-4
324
$65.7K 0.03%
3,471
-30
325
$65.6K 0.03%
2,883
+386
11 12
13
14 15