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
326
$64.8K 0.03%
1,542
+61
327
$64.3K 0.03%
809
+6
328
$63.6K 0.03%
3,051
+65
329
$63K 0.03%
2,988
+132
330
$62.7K 0.03%
1,568
+3
331
$62.5K 0.03%
1,615
+17
332
$61.8K 0.03%
707
333
$61.6K 0.03%
3,231
+1
334
$61.6K 0.03%
1,598
+8
335
$61.6K 0.03%
1,791
-10
336
$60.8K 0.02%
612
-4
337
$60.7K 0.02%
2,121
+423
338
$60.6K 0.02%
738
-7
339
$60.4K 0.02%
+2,115
340
$59.9K 0.02%
677
+91
341
$59.9K 0.02%
2,248
+202
342
$59.6K 0.02%
1,038
-3
343
$59.5K 0.02%
284
+7
344
$59.3K 0.02%
276
-5
345
$59.2K 0.02%
230
+36
346
$59.2K 0.02%
104
-9
347
$58.6K 0.02%
388
-5
348
$58.5K 0.02%
1,696
349
$57.6K 0.02%
3,784
+14
350
$56.9K 0.02%
783
12 13
14
15 16