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
1151
$2.66K ﹤0.01%
15
-1
1152
$2.66K ﹤0.01%
181
+10
1153
$2.65K ﹤0.01%
29
1154
$2.61K ﹤0.01%
13
-1
1155
$2.6K ﹤0.01%
32
+4
1156
$2.6K ﹤0.01%
27
1157
$2.58K ﹤0.01%
48
-16
1158
$2.57K ﹤0.01%
20
+1
1159
$2.57K ﹤0.01%
31
1160
$2.56K ﹤0.01%
36
+28
1161
$2.54K ﹤0.01%
53
1162
$2.52K ﹤0.01%
9
1163
$2.51K ﹤0.01%
17
-38
1164
$2.47K ﹤0.01%
6
1165
$2.47K ﹤0.01%
17
1166
$2.46K ﹤0.01%
33
1167
$2.45K ﹤0.01%
20
+1
1168
$2.44K ﹤0.01%
11
1169
$2.43K ﹤0.01%
64
1170
$2.43K ﹤0.01%
102
1171
$2.4K ﹤0.01%
25
1172
$2.36K ﹤0.01%
322
1173
$2.33K ﹤0.01%
100
1174
$2.33K ﹤0.01%
95
-13
1175
$2.32K ﹤0.01%
33
45 46
47
48 49