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
401
$44.4K 0.02%
264
402
$44.4K 0.02%
3,211
-194
403
$44.1K 0.02%
1,886
+13
404
$44.1K 0.02%
1,667
405
$44.1K 0.02%
1,032
-326
406
$43.7K 0.02%
400
-2
407
$43.5K 0.02%
1,174
-23
408
$43.4K 0.02%
3,649
+336
409
$43.4K 0.02%
161
-26
410
$43.2K 0.02%
1,262
-23
411
$43.1K 0.02%
539
+6
412
$43.1K 0.02%
1,853
413
$42.8K 0.02%
20
414
$42.6K 0.02%
1,012
+164
415
$42.3K 0.02%
245
+4
416
$42.2K 0.02%
1,646
+18
417
$42.2K 0.02%
504
+2
418
$42.1K 0.02%
999
+564
419
$42K 0.02%
845
+5
420
$41.2K 0.02%
1,006
-10
421
$41K 0.02%
1,166
+10
422
$40.8K 0.02%
566
-65
423
$40.8K 0.02%
2,624
424
$40.7K 0.02%
1,486
+19
425
$40.5K 0.02%
624
+14
15 16
17
18 19