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
676
$19.2K 0.01%
396
+2
677
$19.1K 0.01%
787
-6
678
$19.1K 0.01%
156
+2
679
$19.1K 0.01%
3,672
+1,913
680
$19K 0.01%
72
+2
681
$18.9K 0.01%
522
-7
682
$18.7K 0.01%
450
-3
683
$18.6K 0.01%
954
+1
684
$18.6K 0.01%
80
-12
685
$18.6K 0.01%
81
686
$18.6K 0.01%
3,232
+74
687
$18.5K 0.01%
525
-6
688
$18.5K 0.01%
660
-69
689
$18.4K 0.01%
256
690
$18.4K 0.01%
409
691
$18.2K 0.01%
184
-28
692
$18.1K 0.01%
526
693
$18.1K 0.01%
+519
694
$18.1K 0.01%
200
695
$17.9K 0.01%
772
-11
696
$17.8K 0.01%
168
697
$17.8K 0.01%
1,721
+1,687
698
$17.8K 0.01%
476
+466
699
$17.8K 0.01%
350
+73
700
$17.7K 0.01%
600
26 27
28
29 30