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
1126
$3.48K ﹤0.01%
136
-228
1127
$3.48K ﹤0.01%
27
1128
$3.36K ﹤0.01%
32
1129
$3.33K ﹤0.01%
43
1130
$3.32K ﹤0.01%
104
+15
1131
$3.27K ﹤0.01%
37
+3
1132
$3.17K ﹤0.01%
32
-4
1133
$3.16K ﹤0.01%
112
-45
1134
$3.1K ﹤0.01%
375
+26
1135
$3.07K ﹤0.01%
153
+42
1136
$3.04K ﹤0.01%
61
1137
$3.01K ﹤0.01%
109
+61
1138
$3.01K ﹤0.01%
88
+28
1139
$3.01K ﹤0.01%
13
-3
1140
$3K ﹤0.01%
45
1141
$3K ﹤0.01%
37
1142
$2.95K ﹤0.01%
14
1143
$2.92K ﹤0.01%
273
1144
$2.85K ﹤0.01%
352
1145
$2.85K ﹤0.01%
20
1146
$2.8K ﹤0.01%
114
1147
$2.79K ﹤0.01%
22
1148
$2.75K ﹤0.01%
27
+5
1149
$2.72K ﹤0.01%
31
-15
1150
$2.67K ﹤0.01%
86
44 45
46
47 48