SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 icon
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 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.35%
5,565
+238
52
$844K 0.34%
6,220
-215
53
$834K 0.34%
11,737
-55
54
$826K 0.34%
4,242
+587
55
$810K 0.33%
2,921
56
$810K 0.33%
103,259
-2,110
57
$803K 0.33%
30,204
-35
58
$778K 0.32%
64,090
+9,830
59
$747K 0.3%
4,555
+318
60
$736K 0.3%
11,023
61
$729K 0.3%
4,419
62
$720K 0.29%
3,144
+16
63
$686K 0.28%
25,839
64
$668K 0.27%
5,914
+1,479
65
$613K 0.25%
7,017
+94
66
$605K 0.25%
4,077
+188
67
$589K 0.24%
41,866
-542
68
$585K 0.24%
10,112
69
$584K 0.24%
2,053
+22
70
$580K 0.24%
2,574
+3
71
$564K 0.23%
6,885
+1,171
72
$536K 0.22%
5,765
+1,527
73
$530K 0.22%
10,753
-961
74
$513K 0.21%
25,444
75
$513K 0.21%
800,238
1 2
3
4 5