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
1326
$882 ﹤0.01%
+67
1327
$876 ﹤0.01%
18
1328
$876 ﹤0.01%
21
+8
1329
$873 ﹤0.01%
2
+1
1330
$872 ﹤0.01%
25
+4
1331
$869 ﹤0.01%
+20
1332
$868 ﹤0.01%
+15
1333
$862 ﹤0.01%
21
+7
1334
$862 ﹤0.01%
11
+2
1335
$857 ﹤0.01%
+8
1336
$854 ﹤0.01%
+30
1337
$853 ﹤0.01%
+1
1338
$840 ﹤0.01%
64
+6
1339
$837 ﹤0.01%
8
+3
1340
$834 ﹤0.01%
+3
1341
$833 ﹤0.01%
11
+1
1342
$833 ﹤0.01%
10
+2
1343
$832 ﹤0.01%
17
+11
1344
$825 ﹤0.01%
37
-75
1345
$822 ﹤0.01%
7
1346
$818 ﹤0.01%
5
-1
1347
$816 ﹤0.01%
19
-1
1348
$814 ﹤0.01%
19
+7
1349
$810 ﹤0.01%
7
+5
1350
$809 ﹤0.01%
+30
52 53
54
55 56