SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 icon
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 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.77%
22,035
+1,036
27
$1.84M 0.75%
19,170
+1,870
28
$1.69M 0.69%
48,434
-3,636
29
$1.68M 0.68%
8,921
-26
30
$1.56M 0.64%
77,514
-54
31
$1.51M 0.61%
11,931
-78
32
$1.33M 0.54%
21,857
+6
33
$1.33M 0.54%
7,799
+16
34
$1.3M 0.53%
7,294
+647
35
$1.27M 0.52%
22,742
-178
36
$1.24M 0.51%
11,594
37
$1.24M 0.51%
2,460
-164
38
$1.21M 0.49%
15,449
+77
39
$1.16M 0.47%
7,123
+267
40
$1.05M 0.43%
3,943
+5
41
$1.05M 0.43%
24,058
+3,233
42
$1.04M 0.42%
10,177
-2,082
43
$1.04M 0.42%
3,208
+167
44
$1.03M 0.42%
5,497
-6
45
$989K 0.4%
4,700
-329
46
$955K 0.39%
88,394
+91
47
$939K 0.38%
24,723
+4,743
48
$923K 0.38%
2,765
+345
49
$904K 0.37%
31,037
50
$884K 0.36%
2,288
+447
1
2
3 4 5