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
1501
$380 ﹤0.01%
20
-579
1502
$372 ﹤0.01%
29
-5
1503
$371 ﹤0.01%
13
1504
$369 ﹤0.01%
2
1505
$368 ﹤0.01%
4
-2
1506
$366 ﹤0.01%
22
+6
1507
$366 ﹤0.01%
11
1508
$366 ﹤0.01%
13
1509
$359 ﹤0.01%
+20
1510
$356 ﹤0.01%
11
1511
$349 ﹤0.01%
6
-6
1512
$345 ﹤0.01%
17
-539
1513
$343 ﹤0.01%
23
+18
1514
$341 ﹤0.01%
4
-5
1515
$339 ﹤0.01%
6
1516
$336 ﹤0.01%
2
1517
$330 ﹤0.01%
4
-11
1518
$328 ﹤0.01%
5
1519
$328 ﹤0.01%
4
1520
$328 ﹤0.01%
+11
1521
$327 ﹤0.01%
+4
1522
$318 ﹤0.01%
1
1523
$315 ﹤0.01%
10
1524
$314 ﹤0.01%
4
-12
1525
$305 ﹤0.01%
+11
59 60
61
62 63