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
1201
$1.72K ﹤0.01%
44
-4
1202
$1.7K ﹤0.01%
74
+40
1203
$1.69K ﹤0.01%
30
-177
1204
$1.69K ﹤0.01%
91
1205
$1.68K ﹤0.01%
2
1206
$1.67K ﹤0.01%
24
+4
1207
$1.66K ﹤0.01%
59
-16
1208
$1.66K ﹤0.01%
15
1209
$1.63K ﹤0.01%
23
1210
$1.63K ﹤0.01%
100
1211
$1.61K ﹤0.01%
31
1212
$1.6K ﹤0.01%
8
1213
$1.59K ﹤0.01%
52
+4
1214
$1.57K ﹤0.01%
9
+4
1215
$1.57K ﹤0.01%
47
1216
$1.56K ﹤0.01%
7
+4
1217
$1.52K ﹤0.01%
28
+26
1218
$1.5K ﹤0.01%
44
+4
1219
$1.5K ﹤0.01%
9
-4
1220
$1.49K ﹤0.01%
28
1221
$1.49K ﹤0.01%
71
-55
1222
$1.49K ﹤0.01%
14
1223
$1.48K ﹤0.01%
9
1224
$1.48K ﹤0.01%
22
-49
1225
$1.44K ﹤0.01%
17
-4
47 48
49
50 51