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
1476
$474 ﹤0.01%
7
1477
$472 ﹤0.01%
5
-1
1478
$464 ﹤0.01%
12
1479
$462 ﹤0.01%
8
-5
1480
$457 ﹤0.01%
6
-5
1481
$452 ﹤0.01%
+3
1482
$448 ﹤0.01%
18
+6
1483
$448 ﹤0.01%
8
-137
1484
$440 ﹤0.01%
4
-7
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$424 ﹤0.01%
4
1486
$422 ﹤0.01%
3
+2
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$421 ﹤0.01%
+5
1488
$418 ﹤0.01%
23
-12
1489
$412 ﹤0.01%
+13
1490
$412 ﹤0.01%
9
1491
$404 ﹤0.01%
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1492
$404 ﹤0.01%
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-3
1493
$402 ﹤0.01%
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$400 ﹤0.01%
+1
1495
$397 ﹤0.01%
+12
1496
$394 ﹤0.01%
5
+2
1497
$386 ﹤0.01%
9
+2
1498
$386 ﹤0.01%
15
-15
1499
$385 ﹤0.01%
+18
1500
$384 ﹤0.01%
30
58 59
60
61 62