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
826
$12.6K 0.01%
200
827
$12.6K 0.01%
8,212
+4,744
828
$12.5K 0.01%
587
+578
829
$12.5K 0.01%
41
+1
830
$12.5K 0.01%
506
-10
831
$12.3K 0.01%
401
832
$12.3K 0.01%
67
+6
833
$12.3K 0.01%
+913
834
$12.2K 0.01%
314
+1
835
$12.1K ﹤0.01%
170
836
$12K ﹤0.01%
1,729
+14
837
$12K ﹤0.01%
42
838
$11.9K ﹤0.01%
49
-5
839
$11.9K ﹤0.01%
1,812
840
$11.9K ﹤0.01%
808
-5
841
$11.8K ﹤0.01%
162
+160
842
$11.8K ﹤0.01%
112
+48
843
$11.7K ﹤0.01%
40
-7
844
$11.7K ﹤0.01%
408
-20
845
$11.7K ﹤0.01%
512
+173
846
$11.6K ﹤0.01%
3,103
+256
847
$11.5K ﹤0.01%
645
-7
848
$11.4K ﹤0.01%
1,675
849
$11.4K ﹤0.01%
114
-3
850
$11.4K ﹤0.01%
430
+312
32 33
34
35 36