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
651
$20.7K 0.01%
276
-18
652
$20.6K 0.01%
253
+4
653
$20.6K 0.01%
212
654
$20.6K 0.01%
190
655
$20.5K 0.01%
1,370
-7
656
$20.4K 0.01%
656
657
$20.4K 0.01%
81
+30
658
$20.4K 0.01%
274
+4
659
$20.3K 0.01%
400
660
$20.2K 0.01%
817
661
$20.2K 0.01%
690
662
$20.1K 0.01%
167
-7
663
$20.1K 0.01%
111
-15
664
$20K 0.01%
5,150
-21
665
$19.9K 0.01%
655
666
$19.9K 0.01%
237
667
$19.8K 0.01%
897
+106
668
$19.7K 0.01%
563
-229
669
$19.7K 0.01%
337
+3
670
$19.7K 0.01%
5,266
+1,497
671
$19.4K 0.01%
1,675
+1
672
$19.4K 0.01%
411
+405
673
$19.4K 0.01%
1,195
674
$19.4K 0.01%
539
-9
675
$19.3K 0.01%
2,776
-741
25 26
27
28 29