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
1076
$4.95K ﹤0.01%
75
+2
1077
$4.88K ﹤0.01%
132
1078
$4.8K ﹤0.01%
147
1079
$4.78K ﹤0.01%
40
-3
1080
$4.75K ﹤0.01%
+110
1081
$4.75K ﹤0.01%
173
1082
$4.7K ﹤0.01%
204
-44
1083
$4.69K ﹤0.01%
52
1084
$4.66K ﹤0.01%
117
+16
1085
$4.62K ﹤0.01%
27
1086
$4.61K ﹤0.01%
78
+15
1087
$4.6K ﹤0.01%
19
-8
1088
$4.59K ﹤0.01%
11
+2
1089
$4.55K ﹤0.01%
47
1090
$4.51K ﹤0.01%
56
-1
1091
$4.41K ﹤0.01%
62
+19
1092
$4.39K ﹤0.01%
91
-27
1093
$4.37K ﹤0.01%
217
+15
1094
$4.34K ﹤0.01%
21
1095
$4.33K ﹤0.01%
41
-1
1096
$4.29K ﹤0.01%
205
-35
1097
$4.26K ﹤0.01%
38
1098
$4.22K ﹤0.01%
75
1099
$4.21K ﹤0.01%
96
1100
$4.21K ﹤0.01%
50
-13
42 43
44
45 46