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
1451
$558 ﹤0.01%
4
-3
1452
$558 ﹤0.01%
+8
1453
$554 ﹤0.01%
14
-13
1454
$547 ﹤0.01%
8
-10
1455
$540 ﹤0.01%
+32
1456
$533 ﹤0.01%
+37
1457
$532 ﹤0.01%
15
-8
1458
$532 ﹤0.01%
4
-1
1459
$530 ﹤0.01%
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-22
1460
$529 ﹤0.01%
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-11
1461
$524 ﹤0.01%
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-3
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$523 ﹤0.01%
15
-14
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$523 ﹤0.01%
+61
1464
$520 ﹤0.01%
15
1465
$518 ﹤0.01%
7
1466
$513 ﹤0.01%
4
1467
$508 ﹤0.01%
8
+3
1468
$499 ﹤0.01%
8
1469
$494 ﹤0.01%
6
1470
$492 ﹤0.01%
4
-3
1471
$492 ﹤0.01%
47
1472
$487 ﹤0.01%
35
-1,750
1473
$483 ﹤0.01%
11
-14
1474
$482 ﹤0.01%
17
-7
1475
$478 ﹤0.01%
5
57 58
59
60 61