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
1301
$984 ﹤0.01%
27
+5
1302
$984 ﹤0.01%
+4
1303
$982 ﹤0.01%
15
+8
1304
$976 ﹤0.01%
28
+18
1305
$975 ﹤0.01%
26
+23
1306
$969 ﹤0.01%
23
+3
1307
$958 ﹤0.01%
7
1308
$956 ﹤0.01%
30
+9
1309
$953 ﹤0.01%
4
+2
1310
$950 ﹤0.01%
+5
1311
$947 ﹤0.01%
13
1312
$945 ﹤0.01%
41
+29
1313
$938 ﹤0.01%
18
1314
$938 ﹤0.01%
58
1315
$930 ﹤0.01%
19
1316
$928 ﹤0.01%
18
+15
1317
$921 ﹤0.01%
18
+10
1318
$920 ﹤0.01%
55
+8
1319
$910 ﹤0.01%
+28
1320
$906 ﹤0.01%
+12
1321
$905 ﹤0.01%
19
+9
1322
$895 ﹤0.01%
11
1323
$893 ﹤0.01%
+13
1324
$892 ﹤0.01%
11
+9
1325
$884 ﹤0.01%
+21
51 52
53
54 55