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
1426
$619 ﹤0.01%
+9
1427
$619 ﹤0.01%
7
1428
$616 ﹤0.01%
10
1429
$615 ﹤0.01%
43
1430
$613 ﹤0.01%
14
+9
1431
$611 ﹤0.01%
10
-4
1432
$606 ﹤0.01%
+104
1433
$605 ﹤0.01%
7
+2
1434
$604 ﹤0.01%
9
-13
1435
$602 ﹤0.01%
+13
1436
$598 ﹤0.01%
+29
1437
$597 ﹤0.01%
+31
1438
$596 ﹤0.01%
10
-6
1439
$596 ﹤0.01%
3
1440
$591 ﹤0.01%
10
+8
1441
$588 ﹤0.01%
+2
1442
$582 ﹤0.01%
10
1443
$579 ﹤0.01%
24
+1
1444
$576 ﹤0.01%
44
+16
1445
$575 ﹤0.01%
9
1446
$573 ﹤0.01%
16
+9
1447
$572 ﹤0.01%
20
1448
$569 ﹤0.01%
11
-7
1449
$563 ﹤0.01%
17
+5
1450
$561 ﹤0.01%
4
-7
56 57
58
59 60