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
901
$9.69K ﹤0.01%
149
+2
902
$9.63K ﹤0.01%
1,188
-76
903
$9.63K ﹤0.01%
644
-17
904
$9.6K ﹤0.01%
797
-116
905
$9.57K ﹤0.01%
102
-4
906
$9.51K ﹤0.01%
465
907
$9.49K ﹤0.01%
2,503
+2,431
908
$9.38K ﹤0.01%
355
909
$9.31K ﹤0.01%
318
+56
910
$9.3K ﹤0.01%
333
+330
911
$9.28K ﹤0.01%
411
+21
912
$9.25K ﹤0.01%
220
-67
913
$9.22K ﹤0.01%
272
914
$9.21K ﹤0.01%
243
+126
915
$9.18K ﹤0.01%
280
-12
916
$9.14K ﹤0.01%
1,135
-17
917
$9.11K ﹤0.01%
878
+54
918
$9.1K ﹤0.01%
1,961
+15
919
$9.09K ﹤0.01%
42
-6
920
$9.05K ﹤0.01%
917
+238
921
$9.04K ﹤0.01%
387
+44
922
$8.99K ﹤0.01%
538
-4
923
$8.99K ﹤0.01%
308
-343
924
$8.98K ﹤0.01%
1,128
+10
925
$8.98K ﹤0.01%
676
+653
35 36
37
38 39