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
926
$8.97K ﹤0.01%
422
927
$8.97K ﹤0.01%
118
-98
928
$8.96K ﹤0.01%
231
-4
929
$8.94K ﹤0.01%
86
930
$8.89K ﹤0.01%
1,837
+16
931
$8.87K ﹤0.01%
389
+4
932
$8.87K ﹤0.01%
213
933
$8.86K ﹤0.01%
36
-3
934
$8.86K ﹤0.01%
413
-3
935
$8.82K ﹤0.01%
353
+58
936
$8.72K ﹤0.01%
80
937
$8.71K ﹤0.01%
191
938
$8.7K ﹤0.01%
1,028
939
$8.67K ﹤0.01%
90
940
$8.66K ﹤0.01%
336
-237
941
$8.57K ﹤0.01%
390
+351
942
$8.52K ﹤0.01%
271
943
$8.51K ﹤0.01%
227
944
$8.5K ﹤0.01%
402
+4
945
$8.49K ﹤0.01%
813
-15
946
$8.44K ﹤0.01%
354
-13
947
$8.44K ﹤0.01%
194
948
$8.39K ﹤0.01%
39
+1
949
$8.37K ﹤0.01%
+533
950
$8.32K ﹤0.01%
49
+42
36 37
38
39 40