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
501
$32.3K 0.01%
2,884
+327
502
$32.2K 0.01%
409
-2
503
$32.2K 0.01%
574
-4
504
$32.1K 0.01%
882
+490
505
$32K 0.01%
2,190
-5
506
$32K 0.01%
240
+3
507
$31.8K 0.01%
1,236
+2
508
$31.8K 0.01%
1,116
509
$31.5K 0.01%
310
+36
510
$31.4K 0.01%
507
-30
511
$31.3K 0.01%
833
512
$31.3K 0.01%
87
+18
513
$31.1K 0.01%
1,238
-10
514
$31K 0.01%
214
515
$30.8K 0.01%
115
516
$30.8K 0.01%
175
517
$30.7K 0.01%
266
+6
518
$30.6K 0.01%
95
+1
519
$30.5K 0.01%
197
+2
520
$30.5K 0.01%
659
+277
521
$30.4K 0.01%
547
522
$30.4K 0.01%
821
+3
523
$30.3K 0.01%
1,043
524
$30.3K 0.01%
666
-3
525
$30.3K 0.01%
1,048
-4
19 20
21
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