SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 icon
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 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$370K 0.15%
9,256
+1,693
102
$365K 0.15%
1,246
+17
103
$359K 0.15%
5,115
104
$357K 0.15%
2,472
-5
105
$357K 0.15%
+13,595
106
$356K 0.15%
8,244
+1,245
107
$355K 0.14%
6,323
-2
108
$351K 0.14%
1,078
+21
109
$349K 0.14%
4,262
+403
110
$345K 0.14%
1,290
-68
111
$341K 0.14%
2,374
-51
112
$341K 0.14%
4,228
+1,139
113
$341K 0.14%
5,216
+3,692
114
$341K 0.14%
3,320
+405
115
$339K 0.14%
4,089
-6
116
$338K 0.14%
716
+36
117
$338K 0.14%
4,255
-1,568
118
$327K 0.13%
12,202
119
$327K 0.13%
11,141
-78
120
$322K 0.13%
2,012
-17
121
$322K 0.13%
5,366
+17
122
$320K 0.13%
3,064
-16
123
$317K 0.13%
5,208
+1,995
124
$315K 0.13%
14,214
125
$312K 0.13%
2,773
+958
3 4
5
6 7