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
1101
$4.12K ﹤0.01%
130
-27
1102
$4.11K ﹤0.01%
48
+5
1103
$4.07K ﹤0.01%
57
+1
1104
$4.06K ﹤0.01%
26
-10
1105
$4.04K ﹤0.01%
124
+65
1106
$4.04K ﹤0.01%
31
-5
1107
$3.98K ﹤0.01%
36
-19
1108
$3.98K ﹤0.01%
74
1109
$3.92K ﹤0.01%
141
1110
$3.92K ﹤0.01%
127
+80
1111
$3.86K ﹤0.01%
68
1112
$3.86K ﹤0.01%
94
1113
$3.84K ﹤0.01%
29
-3
1114
$3.82K ﹤0.01%
51
-23
1115
$3.79K ﹤0.01%
101
1116
$3.74K ﹤0.01%
33
-17
1117
$3.73K ﹤0.01%
100
1118
$3.71K ﹤0.01%
81
-13
1119
$3.67K ﹤0.01%
31
-38
1120
$3.63K ﹤0.01%
194
1121
$3.54K ﹤0.01%
98
+3
1122
$3.52K ﹤0.01%
20
-5
1123
$3.5K ﹤0.01%
87
+32
1124
$3.49K ﹤0.01%
40
1125
$3.48K ﹤0.01%
142
+45
43 44
45
46 47