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
1226
$1.42K ﹤0.01%
22
-6
1227
$1.42K ﹤0.01%
33
1228
$1.41K ﹤0.01%
9
-10
1229
$1.39K ﹤0.01%
33
+16
1230
$1.37K ﹤0.01%
20
-2
1231
$1.37K ﹤0.01%
46
1232
$1.35K ﹤0.01%
+40
1233
$1.34K ﹤0.01%
15
-10
1234
$1.34K ﹤0.01%
54
1235
$1.33K ﹤0.01%
88
1236
$1.33K ﹤0.01%
12
-1
1237
$1.31K ﹤0.01%
22
+1
1238
$1.31K ﹤0.01%
38
+9
1239
$1.3K ﹤0.01%
57
1240
$1.3K ﹤0.01%
22
+2
1241
$1.29K ﹤0.01%
32
1242
$1.26K ﹤0.01%
+67
1243
$1.25K ﹤0.01%
14
-1
1244
$1.25K ﹤0.01%
124
1245
$1.24K ﹤0.01%
21
+9
1246
$1.22K ﹤0.01%
6
1247
$1.22K ﹤0.01%
65
+26
1248
$1.21K ﹤0.01%
91
1249
$1.21K ﹤0.01%
20
1250
$1.21K ﹤0.01%
5
+3
48 49
50
51 52