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
376
$50.7K 0.02%
1,442
+12
377
$50.3K 0.02%
2,086
-16
378
$49.9K 0.02%
2,365
-3
379
$49.6K 0.02%
321
380
$48.8K 0.02%
466
-5
381
$48.2K 0.02%
1,260
-7
382
$48.1K 0.02%
333
383
$48K 0.02%
491
-3
384
$47.8K 0.02%
571
-7
385
$47.6K 0.02%
577
+4
386
$47.3K 0.02%
749
-7
387
$47.1K 0.02%
2,601
-3
388
$47.1K 0.02%
2,839
389
$46.9K 0.02%
1,307
390
$46.9K 0.02%
569
-2
391
$46.5K 0.02%
1,634
392
$46.2K 0.02%
1,527
-4
393
$46.1K 0.02%
1,178
394
$45.9K 0.02%
442
395
$45.9K 0.02%
498
-42
396
$45.8K 0.02%
1,634
397
$45.6K 0.02%
1,712
398
$45.2K 0.02%
706
-13
399
$45K 0.02%
2,090
+14
400
$44.5K 0.02%
842
14 15
16
17 18