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
1026
$6.19K ﹤0.01%
207
+68
1027
$6.19K ﹤0.01%
119
+19
1028
$6.19K ﹤0.01%
447
-15
1029
$6.17K ﹤0.01%
36
-6
1030
$6.16K ﹤0.01%
17
+2
1031
$6.13K ﹤0.01%
540
+283
1032
$6.1K ﹤0.01%
78
+15
1033
$6.07K ﹤0.01%
107
-10
1034
$6.06K ﹤0.01%
232
1035
$6.04K ﹤0.01%
830
+39
1036
$5.98K ﹤0.01%
218
-17
1037
$5.98K ﹤0.01%
81
-21
1038
$5.95K ﹤0.01%
132
+2
1039
$5.92K ﹤0.01%
510
-39
1040
$5.91K ﹤0.01%
359
+2
1041
$5.86K ﹤0.01%
88
-3
1042
$5.86K ﹤0.01%
+86
1043
$5.83K ﹤0.01%
110
-19
1044
$5.79K ﹤0.01%
319
-13
1045
$5.78K ﹤0.01%
121
1046
$5.74K ﹤0.01%
44
-2
1047
$5.74K ﹤0.01%
817
+428
1048
$5.68K ﹤0.01%
45
-8
1049
$5.6K ﹤0.01%
221
1050
$5.58K ﹤0.01%
259
-12
40 41
42
43 44