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
1376
$749 ﹤0.01%
27
+1
1377
$747 ﹤0.01%
42
+19
1378
$746 ﹤0.01%
30
1379
$743 ﹤0.01%
24
1380
$741 ﹤0.01%
6
1381
$736 ﹤0.01%
111
+26
1382
$734 ﹤0.01%
10
-1
1383
$733 ﹤0.01%
23
1384
$731 ﹤0.01%
18
+9
1385
$728 ﹤0.01%
18
-306
1386
$727 ﹤0.01%
15
+5
1387
$726 ﹤0.01%
10
-1
1388
$723 ﹤0.01%
+8
1389
$721 ﹤0.01%
11
+7
1390
$718 ﹤0.01%
59
-334
1391
$716 ﹤0.01%
23
+14
1392
$716 ﹤0.01%
27
-285
1393
$715 ﹤0.01%
26
1394
$714 ﹤0.01%
+103
1395
$706 ﹤0.01%
10
+1
1396
$705 ﹤0.01%
16
+3
1397
$703 ﹤0.01%
34
1398
$696 ﹤0.01%
5
1399
$694 ﹤0.01%
+6
1400
$687 ﹤0.01%
+59
54 55
56
57 58