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
601
$24.3K 0.01%
736
-15
602
$24.2K 0.01%
273
603
$24.2K 0.01%
1,557
604
$24.1K 0.01%
661
-2
605
$24.1K 0.01%
712
606
$24.1K 0.01%
733
607
$24.1K 0.01%
567
+182
608
$24.1K 0.01%
158
609
$24K 0.01%
268
+3
610
$23.9K 0.01%
3,432
+66
611
$23.9K 0.01%
391
+5
612
$23.8K 0.01%
246
-1
613
$23.7K 0.01%
195
+3
614
$23.6K 0.01%
293
+36
615
$23.4K 0.01%
1,338
-77
616
$23.4K 0.01%
406
+5
617
$23.2K 0.01%
798
618
$23.1K 0.01%
789
+8
619
$23K 0.01%
1,020
+3
620
$23K 0.01%
395
+158
621
$22.9K 0.01%
2,865
-1
622
$22.9K 0.01%
674
+656
623
$22.5K 0.01%
526
+18
624
$22.4K 0.01%
541
+21
625
$22.4K 0.01%
2,529
-18
23 24
25
26 27