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
1276
$1.07K ﹤0.01%
24
+7
1277
$1.06K ﹤0.01%
8
1278
$1.06K ﹤0.01%
8
-2
1279
$1.05K ﹤0.01%
32
+14
1280
$1.05K ﹤0.01%
+10
1281
$1.04K ﹤0.01%
13
-20
1282
$1.04K ﹤0.01%
23
+15
1283
$1.04K ﹤0.01%
42
1284
$1.02K ﹤0.01%
4
1285
$1.02K ﹤0.01%
62
-5
1286
$1.02K ﹤0.01%
29
+7
1287
$1.02K ﹤0.01%
+31
1288
$1.02K ﹤0.01%
65
+1
1289
$1.02K ﹤0.01%
+27
1290
$1.02K ﹤0.01%
+40
1291
$1.02K ﹤0.01%
+19
1292
$1.01K ﹤0.01%
25
-7
1293
$1.01K ﹤0.01%
+9
1294
$1.01K ﹤0.01%
35
+1
1295
$1K ﹤0.01%
9
+4
1296
$1K ﹤0.01%
+5
1297
$994 ﹤0.01%
6
1298
$992 ﹤0.01%
18
1299
$992 ﹤0.01%
12
+5
1300
$990 ﹤0.01%
21
+15
50 51
52
53 54