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
1051
$5.56K ﹤0.01%
34
+4
1052
$5.54K ﹤0.01%
+138
1053
$5.52K ﹤0.01%
48
1054
$5.48K ﹤0.01%
13
1055
$5.44K ﹤0.01%
195
1056
$5.43K ﹤0.01%
198
1057
$5.42K ﹤0.01%
+5
1058
$5.42K ﹤0.01%
97
+44
1059
$5.38K ﹤0.01%
69
-24
1060
$5.37K ﹤0.01%
63
+49
1061
$5.34K ﹤0.01%
29
+2
1062
$5.32K ﹤0.01%
352
-251
1063
$5.2K ﹤0.01%
84
-5
1064
$5.15K ﹤0.01%
975
+287
1065
$5.11K ﹤0.01%
82
+61
1066
$5.1K ﹤0.01%
+30
1067
$5.09K ﹤0.01%
14
+6
1068
$5.07K ﹤0.01%
158
-278
1069
$5.06K ﹤0.01%
184
+106
1070
$5.05K ﹤0.01%
35
-4
1071
$5.03K ﹤0.01%
180
1072
$5.02K ﹤0.01%
779
-10
1073
$4.99K ﹤0.01%
28
+18
1074
$4.97K ﹤0.01%
138
1075
$4.97K ﹤0.01%
45
-15
41 42
43
44 45