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
526
$30.3K 0.01%
1,291
-92
527
$29.9K 0.01%
596
-14
528
$29.8K 0.01%
554
+28
529
$29.8K 0.01%
214
+36
530
$29.7K 0.01%
472
531
$29.6K 0.01%
798
+8
532
$29.6K 0.01%
626
+11
533
$29.5K 0.01%
639
-6
534
$29.1K 0.01%
269
+36
535
$28.9K 0.01%
322
-1
536
$28.9K 0.01%
2,249
+52
537
$28.9K 0.01%
1,377
+5
538
$28.8K 0.01%
140
539
$28.8K 0.01%
373
540
$28.8K 0.01%
355
-4
541
$28.6K 0.01%
287
542
$28.6K 0.01%
406
-12
543
$28.3K 0.01%
914
-2
544
$28.1K 0.01%
898
-81
545
$28.1K 0.01%
2,229
+18
546
$27.9K 0.01%
454
547
$27.8K 0.01%
686
+12
548
$27.7K 0.01%
516
+1
549
$27.7K 0.01%
290
+48
550
$27.7K 0.01%
2,599
+44
20 21
22
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