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
1176
$2.26K ﹤0.01%
16
+3
1177
$2.22K ﹤0.01%
270
-17
1178
$2.2K ﹤0.01%
21
-3
1179
$2.2K ﹤0.01%
247
1180
$2.2K ﹤0.01%
157
+26
1181
$2.15K ﹤0.01%
125
+34
1182
$2.13K ﹤0.01%
80
-4
1183
$2.11K ﹤0.01%
260
+157
1184
$2.07K ﹤0.01%
80
1185
$2.06K ﹤0.01%
112
1186
$2.03K ﹤0.01%
13
-7
1187
$2.01K ﹤0.01%
145
+37
1188
$2.01K ﹤0.01%
10
1189
$1.99K ﹤0.01%
26
1190
$1.96K ﹤0.01%
7
1191
$1.96K ﹤0.01%
58
1192
$1.94K ﹤0.01%
60
-27
1193
$1.93K ﹤0.01%
68
-30
1194
$1.91K ﹤0.01%
29
+5
1195
$1.9K ﹤0.01%
31
-12
1196
$1.88K ﹤0.01%
145
1197
$1.81K ﹤0.01%
30
+6
1198
$1.76K ﹤0.01%
17
+11
1199
$1.73K ﹤0.01%
34
1200
$1.73K ﹤0.01%
19
+3
46 47
48
49 50