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
426
$40.5K 0.02%
708
+1
427
$40.3K 0.02%
2,198
+23
428
$40.3K 0.02%
1,817
-130
429
$40K 0.02%
2,103
-74
430
$39.9K 0.02%
1,222
+1,204
431
$39.9K 0.02%
764
-36
432
$39.8K 0.02%
1,166
-5
433
$39.8K 0.02%
1,245
-337
434
$39.8K 0.02%
1,076
+1
435
$39.7K 0.02%
1,191
-45
436
$39.7K 0.02%
1,314
-480
437
$39.6K 0.02%
+6,508
438
$39.5K 0.02%
1,729
439
$39.4K 0.02%
622
+22
440
$39.3K 0.02%
1,068
+62
441
$39K 0.02%
921
442
$39K 0.02%
936
+271
443
$38.7K 0.02%
1,040
-5
444
$38.6K 0.02%
242
-4
445
$38.5K 0.02%
904
446
$38.4K 0.02%
197
-11
447
$38.2K 0.02%
+2,555
448
$38.1K 0.02%
1,355
449
$38K 0.02%
390
+1
450
$37.8K 0.02%
1,561
-37
16 17
18
19 20