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
626
$22.3K 0.01%
205
+5
627
$22.3K 0.01%
709
+10
628
$22.2K 0.01%
136
629
$22.1K 0.01%
360
630
$22K 0.01%
6,275
+190
631
$21.9K 0.01%
552
632
$21.7K 0.01%
1,138
+19
633
$21.7K 0.01%
273
+92
634
$21.6K 0.01%
+2,298
635
$21.6K 0.01%
850
-11
636
$21.5K 0.01%
822
+369
637
$21.5K 0.01%
336
+11
638
$21.4K 0.01%
1,863
+23
639
$21.4K 0.01%
571
-13
640
$21.3K 0.01%
687
-3
641
$21.3K 0.01%
400
642
$21.2K 0.01%
480
643
$21.2K 0.01%
487
-134
644
$21.1K 0.01%
103
-2
645
$21.1K 0.01%
180
-3
646
$21K 0.01%
1,709
+8
647
$21K 0.01%
451
+180
648
$20.9K 0.01%
570
+133
649
$20.8K 0.01%
1,858
+505
650
$20.8K 0.01%
730
24 25
26
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