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
701
$17.7K 0.01%
298
+289
702
$17.6K 0.01%
1,085
703
$17.6K 0.01%
719
704
$17.6K 0.01%
141
+1
705
$17.5K 0.01%
2,058
-173
706
$17.5K 0.01%
455
-91
707
$17.4K 0.01%
401
+10
708
$17.2K 0.01%
339
709
$17.1K 0.01%
684
-83
710
$17.1K 0.01%
933
+33
711
$16.9K 0.01%
489
712
$16.9K 0.01%
1,181
713
$16.9K 0.01%
208
714
$16.8K 0.01%
879
+875
715
$16.7K 0.01%
691
+20
716
$16.7K 0.01%
106
+21
717
$16.7K 0.01%
185
-6
718
$16.6K 0.01%
399
719
$16.6K 0.01%
2,211
-936
720
$16.6K 0.01%
313
-9
721
$16.5K 0.01%
383
+12
722
$16.5K 0.01%
440
723
$16.5K 0.01%
572
-582
724
$16.5K 0.01%
669
+46
725
$16.4K 0.01%
2,821
-3
27 28
29
30 31