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
1001
$6.89K ﹤0.01%
20
+19
1002
$6.89K ﹤0.01%
2,186
1003
$6.88K ﹤0.01%
584
+64
1004
$6.87K ﹤0.01%
76
+67
1005
$6.81K ﹤0.01%
57
1006
$6.64K ﹤0.01%
46
+4
1007
$6.64K ﹤0.01%
65
+62
1008
$6.59K ﹤0.01%
138
+101
1009
$6.56K ﹤0.01%
200
1010
$6.55K ﹤0.01%
25
1011
$6.48K ﹤0.01%
285
+277
1012
$6.47K ﹤0.01%
+404
1013
$6.46K ﹤0.01%
621
-204
1014
$6.46K ﹤0.01%
+465
1015
$6.45K ﹤0.01%
248
-53
1016
$6.43K ﹤0.01%
29
-4
1017
$6.39K ﹤0.01%
167
1018
$6.39K ﹤0.01%
120
+32
1019
$6.34K ﹤0.01%
2,723
+624
1020
$6.33K ﹤0.01%
+80
1021
$6.33K ﹤0.01%
100
+75
1022
$6.29K ﹤0.01%
70
-6
1023
$6.23K ﹤0.01%
399
-24
1024
$6.22K ﹤0.01%
374
-37
1025
$6.21K ﹤0.01%
277
+11
39 40
41
42 43