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
776
$14.2K 0.01%
412
-9
777
$14.2K 0.01%
443
+187
778
$14.2K 0.01%
1,607
-36
779
$14.2K 0.01%
131
+40
780
$14.1K 0.01%
106
-31
781
$14.1K 0.01%
1,023
782
$14K 0.01%
732
783
$13.9K 0.01%
77
+11
784
$13.9K 0.01%
192
785
$13.9K 0.01%
1,391
+1,362
786
$13.9K 0.01%
791
-279
787
$13.9K 0.01%
+927
788
$13.9K 0.01%
1,232
+35
789
$13.8K 0.01%
300
-7
790
$13.8K 0.01%
440
+7
791
$13.7K 0.01%
478
792
$13.7K 0.01%
605
+12
793
$13.6K 0.01%
225
794
$13.5K 0.01%
100
795
$13.4K 0.01%
709
796
$13.4K 0.01%
56
797
$13.4K 0.01%
693
-1
798
$13.4K 0.01%
85
799
$13.3K 0.01%
548
800
$13.3K 0.01%
698
+660
30 31
32
33 34