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
1401
$682 ﹤0.01%
12
-1,329
1402
$679 ﹤0.01%
24
+20
1403
$676 ﹤0.01%
23
+8
1404
$673 ﹤0.01%
20
-1
1405
$668 ﹤0.01%
3
-1
1406
$667 ﹤0.01%
20
+4
1407
$660 ﹤0.01%
2
1408
$659 ﹤0.01%
4
+2
1409
$659 ﹤0.01%
32
+9
1410
$653 ﹤0.01%
10
-14
1411
$648 ﹤0.01%
+7
1412
$647 ﹤0.01%
2
1413
$646 ﹤0.01%
46
+28
1414
$646 ﹤0.01%
+14
1415
$641 ﹤0.01%
5
+2
1416
$635 ﹤0.01%
+21
1417
$632 ﹤0.01%
25
+8
1418
$630 ﹤0.01%
+10
1419
$629 ﹤0.01%
+5
1420
$628 ﹤0.01%
3
1421
$627 ﹤0.01%
40
-28
1422
$624 ﹤0.01%
52
1423
$624 ﹤0.01%
11
1424
$622 ﹤0.01%
15
+7
1425
$621 ﹤0.01%
20
+7
55 56
57
58 59