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
1351
$809 ﹤0.01%
6
1352
$808 ﹤0.01%
21
+6
1353
$808 ﹤0.01%
19
1354
$806 ﹤0.01%
+20
1355
$799 ﹤0.01%
18
1356
$799 ﹤0.01%
19
+7
1357
$791 ﹤0.01%
10
1358
$791 ﹤0.01%
35
+4
1359
$786 ﹤0.01%
5
1360
$783 ﹤0.01%
3
1361
$782 ﹤0.01%
10
1362
$782 ﹤0.01%
18
-19
1363
$777 ﹤0.01%
9
1364
$774 ﹤0.01%
8
1365
$774 ﹤0.01%
15
-3
1366
$774 ﹤0.01%
30
1367
$770 ﹤0.01%
33
+10
1368
$769 ﹤0.01%
20
+12
1369
$767 ﹤0.01%
7
+3
1370
$765 ﹤0.01%
+34
1371
$760 ﹤0.01%
8
+7
1372
$759 ﹤0.01%
+9
1373
$757 ﹤0.01%
+60
1374
$755 ﹤0.01%
17
+3
1375
$752 ﹤0.01%
36
+19
53 54
55
56 57