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
951
$8.31K ﹤0.01%
354
+4
952
$8.31K ﹤0.01%
351
-5
953
$8.3K ﹤0.01%
162
+6
954
$8.26K ﹤0.01%
2,548
+2,522
955
$8.24K ﹤0.01%
32
+30
956
$8.15K ﹤0.01%
1,959
-17
957
$8.05K ﹤0.01%
107
-13
958
$8.03K ﹤0.01%
605
+598
959
$8.02K ﹤0.01%
113
+6
960
$7.99K ﹤0.01%
588
-9
961
$7.92K ﹤0.01%
74
+32
962
$7.89K ﹤0.01%
98
-14
963
$7.89K ﹤0.01%
422
-6
964
$7.88K ﹤0.01%
430
+19
965
$7.84K ﹤0.01%
315
+2
966
$7.83K ﹤0.01%
414
-5
967
$7.82K ﹤0.01%
29
968
$7.77K ﹤0.01%
1,097
969
$7.75K ﹤0.01%
28
970
$7.71K ﹤0.01%
62
+2
971
$7.69K ﹤0.01%
+69
972
$7.69K ﹤0.01%
+603
973
$7.64K ﹤0.01%
409
974
$7.61K ﹤0.01%
287
975
$7.59K ﹤0.01%
157
-47
37 38
39
40 41