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
851
$11.4K ﹤0.01%
434
-11
852
$11.4K ﹤0.01%
600
+213
853
$11.4K ﹤0.01%
1,273
+507
854
$11.4K ﹤0.01%
+421
855
$11.3K ﹤0.01%
223
-2
856
$11.3K ﹤0.01%
864
857
$11.3K ﹤0.01%
292
-148
858
$11.2K ﹤0.01%
1,458
859
$11.2K ﹤0.01%
+422
860
$11.2K ﹤0.01%
110
861
$11.1K ﹤0.01%
287
862
$11K ﹤0.01%
671
+4
863
$11K ﹤0.01%
2,849
864
$10.9K ﹤0.01%
36
-4
865
$10.9K ﹤0.01%
1,365
-351
866
$10.8K ﹤0.01%
494
+457
867
$10.8K ﹤0.01%
61
+2
868
$10.7K ﹤0.01%
381
869
$10.7K ﹤0.01%
605
-10
870
$10.7K ﹤0.01%
125
-50
871
$10.6K ﹤0.01%
365
-8
872
$10.6K ﹤0.01%
62
+1
873
$10.5K ﹤0.01%
240
+230
874
$10.5K ﹤0.01%
82
875
$10.5K ﹤0.01%
87
-3
33 34
35
36 37