SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 icon
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 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$512K 0.21%
8,244
+252
77
$511K 0.21%
3,785
+48
78
$508K 0.21%
1,665
+30
79
$503K 0.21%
1,108
-174
80
$494K 0.2%
4,254
81
$483K 0.2%
952
+228
82
$473K 0.19%
3,527
+14
83
$467K 0.19%
8,517
+22
84
$465K 0.19%
12,710
+410
85
$463K 0.19%
2,866
+551
86
$455K 0.19%
4,448
-21
87
$449K 0.18%
32,208
88
$442K 0.18%
1,233
+12
89
$421K 0.17%
4,995
+139
90
$418K 0.17%
16,213
-162
91
$416K 0.17%
1,857
+1
92
$414K 0.17%
15,700
93
$403K 0.16%
2,701
+39
94
$401K 0.16%
4,207
+27
95
$398K 0.16%
1,448
+142
96
$398K 0.16%
14,033
97
$389K 0.16%
4,123
+132
98
$382K 0.16%
4,449
+927
99
$372K 0.15%
3,485
+5
100
$371K 0.15%
3,124
+201
2 3
4
5 6