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
726
$16.4K 0.01%
254
+3
727
$16.3K 0.01%
350
+135
728
$16.3K 0.01%
349
729
$16.2K 0.01%
1,349
-131
730
$16.1K 0.01%
402
-10
731
$16.1K 0.01%
1,600
732
$16K 0.01%
107
733
$16K 0.01%
344
734
$16K 0.01%
260
-141
735
$15.8K 0.01%
213
+200
736
$15.8K 0.01%
1,387
737
$15.7K 0.01%
84
-5
738
$15.7K 0.01%
941
739
$15.7K 0.01%
362
+159
740
$15.7K 0.01%
71
741
$15.6K 0.01%
96
742
$15.5K 0.01%
206
743
$15.5K 0.01%
397
744
$15.5K 0.01%
330
-30
745
$15.5K 0.01%
500
746
$15.4K 0.01%
431
-8
747
$15.4K 0.01%
1,176
+230
748
$15.4K 0.01%
788
+41
749
$15.3K 0.01%
499
750
$15.3K 0.01%
55
+2
28 29
30
31 32