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
751
$15.2K 0.01%
487
-10
752
$15.2K 0.01%
106
-1
753
$15.2K 0.01%
89
-14
754
$15.1K 0.01%
87
+6
755
$15.1K 0.01%
135
-17
756
$15K 0.01%
+1,071
757
$15K 0.01%
1,515
+726
758
$14.9K 0.01%
408
759
$14.9K 0.01%
332
+327
760
$14.8K 0.01%
127
+22
761
$14.8K 0.01%
9
-2
762
$14.8K 0.01%
338
+7
763
$14.8K 0.01%
2,986
+2,931
764
$14.8K 0.01%
195
765
$14.7K 0.01%
340
-10
766
$14.6K 0.01%
730
+329
767
$14.5K 0.01%
411
+3
768
$14.5K 0.01%
546
+27
769
$14.5K 0.01%
597
+594
770
$14.5K 0.01%
587
-5
771
$14.4K 0.01%
384
+2
772
$14.4K 0.01%
731
+718
773
$14.3K 0.01%
372
774
$14.3K 0.01%
751
775
$14.3K 0.01%
201
-18
29 30
31
32 33