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
1526
$304 ﹤0.01%
5
1527
$302 ﹤0.01%
2
-1
1528
$301 ﹤0.01%
+2
1529
$300 ﹤0.01%
5
1530
$295 ﹤0.01%
5
1531
$291 ﹤0.01%
8
-308
1532
$289 ﹤0.01%
2
-8
1533
$284 ﹤0.01%
38
+13
1534
$281 ﹤0.01%
2
+1
1535
$275 ﹤0.01%
1
1536
$269 ﹤0.01%
1
1537
$259 ﹤0.01%
+7
1538
$256 ﹤0.01%
16
+4
1539
$251 ﹤0.01%
15
-67
1540
$251 ﹤0.01%
+2
1541
$244 ﹤0.01%
+7
1542
$244 ﹤0.01%
3
-4
1543
$240 ﹤0.01%
+61
1544
$237 ﹤0.01%
20
-53
1545
$234 ﹤0.01%
26
+4
1546
$233 ﹤0.01%
8
-8
1547
$231 ﹤0.01%
11
-758
1548
$231 ﹤0.01%
2
-1
1549
$230 ﹤0.01%
14
1550
$229 ﹤0.01%
6
-310
60 61
62
63 64