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
351
$56.9K 0.02%
1,619
352
$56.9K 0.02%
383
-5
353
$56.5K 0.02%
1,027
+721
354
$56.3K 0.02%
984
355
$56K 0.02%
587
+1
356
$55.7K 0.02%
2,040
-104
357
$55.6K 0.02%
654
+5
358
$55.5K 0.02%
856
+180
359
$55.1K 0.02%
3,043
-30
360
$54.7K 0.02%
842
+2
361
$53.8K 0.02%
110
+1
362
$53.5K 0.02%
298
363
$53.4K 0.02%
2,108
364
$53.2K 0.02%
941
+9
365
$53.2K 0.02%
1,274
-11
366
$53.1K 0.02%
634
367
$52.6K 0.02%
1,050
+28
368
$52.6K 0.02%
2,134
-326
369
$52.2K 0.02%
+681
370
$52.1K 0.02%
365
-3
371
$52.1K 0.02%
709
-1
372
$51.8K 0.02%
1,364
373
$51.7K 0.02%
704
374
$51.6K 0.02%
170
-21
375
$51.4K 0.02%
1,123
-16
13 14
15
16 17