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
976
$7.58K ﹤0.01%
154
+67
977
$7.55K ﹤0.01%
325
978
$7.51K ﹤0.01%
1,170
-1,253
979
$7.51K ﹤0.01%
324
980
$7.5K ﹤0.01%
728
+28
981
$7.49K ﹤0.01%
472
-156
982
$7.49K ﹤0.01%
+543
983
$7.42K ﹤0.01%
261
+257
984
$7.41K ﹤0.01%
305
985
$7.38K ﹤0.01%
231
986
$7.36K ﹤0.01%
61
-3
987
$7.34K ﹤0.01%
152
-3
988
$7.33K ﹤0.01%
109
+10
989
$7.32K ﹤0.01%
852
-20
990
$7.26K ﹤0.01%
234
991
$7.22K ﹤0.01%
83
-508
992
$7.21K ﹤0.01%
53
-11
993
$7.16K ﹤0.01%
309
+127
994
$7.14K ﹤0.01%
95
+7
995
$7.14K ﹤0.01%
231
996
$7.11K ﹤0.01%
252
997
$7.1K ﹤0.01%
50
-1
998
$7.1K ﹤0.01%
80
+60
999
$7K ﹤0.01%
337
+5
1000
$6.99K ﹤0.01%
424
38 39
40
41 42