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
476
$34.6K 0.01%
459
477
$34.6K 0.01%
415
478
$34.6K 0.01%
882
+602
479
$34.6K 0.01%
773
-1
480
$34.5K 0.01%
1,033
-11
481
$34.3K 0.01%
207
482
$34K 0.01%
3,534
-22
483
$33.9K 0.01%
262
+4
484
$33.9K 0.01%
387
-1
485
$33.9K 0.01%
643
+14
486
$33.7K 0.01%
1,109
487
$33.4K 0.01%
3,053
488
$33.4K 0.01%
4,974
-47
489
$33.4K 0.01%
544
+60
490
$33.3K 0.01%
1,315
-30
491
$33.3K 0.01%
462
-5
492
$33.1K 0.01%
454
+305
493
$33K 0.01%
413
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494
$33K 0.01%
1,283
-69
495
$33K 0.01%
585
+5
496
$33K 0.01%
548
+113
497
$32.9K 0.01%
2,706
498
$32.7K 0.01%
552
-3
499
$32.6K 0.01%
692
500
$32.6K 0.01%
2,413
18 19
20
21 22