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
801
$13.3K 0.01%
488
-6
802
$13.3K 0.01%
148
+29
803
$13.3K 0.01%
197
+41
804
$13.2K 0.01%
555
+51
805
$13.2K 0.01%
49
+4
806
$13.2K 0.01%
434
+16
807
$13.2K 0.01%
411
808
$13.2K 0.01%
181
809
$13.1K 0.01%
217
810
$13.1K 0.01%
233
-5
811
$13.1K 0.01%
936
812
$13K 0.01%
411
813
$13K 0.01%
92
+42
814
$12.9K 0.01%
187
-1,685
815
$12.9K 0.01%
610
+6
816
$12.8K 0.01%
216
+38
817
$12.8K 0.01%
192
818
$12.8K 0.01%
664
-833
819
$12.8K 0.01%
617
+5
820
$12.7K 0.01%
292
-192
821
$12.7K 0.01%
193
-4
822
$12.7K 0.01%
287
-210
823
$12.7K 0.01%
752
+6
824
$12.6K 0.01%
484
-114
825
$12.6K 0.01%
444
+4
31 32
33
34 35