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
451
$37.6K 0.02%
748
-32
452
$37.5K 0.02%
4,522
+86
453
$37.4K 0.02%
629
454
$37.1K 0.02%
995
+4
455
$37.1K 0.02%
709
+11
456
$37.1K 0.02%
1,390
-4
457
$36.9K 0.02%
1,280
+425
458
$36.7K 0.02%
738
-102
459
$36.7K 0.02%
1,516
460
$36.4K 0.01%
2,294
+188
461
$36.3K 0.01%
1,117
+81
462
$36.3K 0.01%
428
463
$36.2K 0.01%
726
-6
464
$36.1K 0.01%
1,108
+490
465
$36.1K 0.01%
679
-2
466
$35.9K 0.01%
2,314
467
$35.8K 0.01%
1,759
468
$35.7K 0.01%
1,136
469
$35.5K 0.01%
2,084
+96
470
$35.5K 0.01%
436
+6
471
$35.3K 0.01%
524
+5
472
$35.1K 0.01%
438
-210
473
$34.9K 0.01%
1,298
+17
474
$34.8K 0.01%
1,111
+140
475
$34.8K 0.01%
74
+1
17 18
19
20 21