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
551
$27.6K 0.01%
1,417
+18
552
$27.3K 0.01%
1,406
-35
553
$27.3K 0.01%
2,079
-7
554
$27.3K 0.01%
462
555
$27.3K 0.01%
616
+1
556
$27.2K 0.01%
1,092
+239
557
$27.2K 0.01%
+3,156
558
$27.1K 0.01%
736
559
$27.1K 0.01%
+631
560
$27.1K 0.01%
1,644
+219
561
$27.1K 0.01%
805
+7
562
$26.9K 0.01%
1,226
563
$26.9K 0.01%
39
+3
564
$26.6K 0.01%
230
-1
565
$26.5K 0.01%
1,120
566
$26.5K 0.01%
4,813
+1,748
567
$26.4K 0.01%
1,197
-25
568
$26.4K 0.01%
888
569
$26.4K 0.01%
508
+3
570
$26.3K 0.01%
3,151
+1,423
571
$26.3K 0.01%
3,415
572
$26.2K 0.01%
407
573
$26.1K 0.01%
1,707
574
$26.1K 0.01%
406
-15
575
$26.1K 0.01%
434
+6
21 22
23
24 25