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
1576
$140 ﹤0.01%
2
-4
1577
$136 ﹤0.01%
8
1578
$131 ﹤0.01%
+100
1579
$129 ﹤0.01%
4
1580
– –
0
1581
$119 ﹤0.01%
5
-2
1582
$111 ﹤0.01%
6
-31
1583
$109 ﹤0.01%
8
1584
$108 ﹤0.01%
8
-34
1585
$107 ﹤0.01%
+7
1586
$107 ﹤0.01%
+3
1587
$106 ﹤0.01%
2
-6
1588
$106 ﹤0.01%
4
1589
$105 ﹤0.01%
+1
1590
$105 ﹤0.01%
+3
1591
$104 ﹤0.01%
4
+1
1592
$104 ﹤0.01%
2
-17
1593
$104 ﹤0.01%
+11
1594
$102 ﹤0.01%
1
1595
$102 ﹤0.01%
5
1596
$102 ﹤0.01%
+5
1597
$102 ﹤0.01%
+5
1598
$101 ﹤0.01%
2
1599
$99 ﹤0.01%
10
-2
1600
$99 ﹤0.01%
6
-411
62 63
64
65 66