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
1551
$223 ﹤0.01%
11
-4
1552
$219 ﹤0.01%
29
-1,035
1553
$216 ﹤0.01%
5
-17
1554
$215 ﹤0.01%
1
-3
1555
$209 ﹤0.01%
+9
1556
$202 ﹤0.01%
5
1557
$201 ﹤0.01%
8
-12
1558
$200 ﹤0.01%
3
-8
1559
$199 ﹤0.01%
1
-3
1560
$188 ﹤0.01%
5
-6
1561
$183 ﹤0.01%
3
+2
1562
$178 ﹤0.01%
13
1563
$175 ﹤0.01%
+20
1564
$173 ﹤0.01%
3
-8
1565
$168 ﹤0.01%
+4
1566
$166 ﹤0.01%
3
1567
$157 ﹤0.01%
1
-2
1568
$154 ﹤0.01%
1
-5
1569
$154 ﹤0.01%
4
-1
1570
$153 ﹤0.01%
+6
1571
$145 ﹤0.01%
8
1572
$145 ﹤0.01%
2
-5
1573
$144 ﹤0.01%
+3
1574
$143 ﹤0.01%
4
1575
$141 ﹤0.01%
+62
61 62
63
64 65