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
1601
$99 ﹤0.01%
2
-10
1602
$98 ﹤0.01%
+2
1603
$98 ﹤0.01%
2
-17
1604
$97 ﹤0.01%
7
-588
1605
$96 ﹤0.01%
6
-615
1606
$96 ﹤0.01%
1
-5
1607
$95 ﹤0.01%
3
1608
$95 ﹤0.01%
3
-19
1609
$95 ﹤0.01%
11
-1,859
1610
$95 ﹤0.01%
+9
1611
$94 ﹤0.01%
+5
1612
$94 ﹤0.01%
9
1613
$93 ﹤0.01%
7
-450
1614
$92 ﹤0.01%
+1
1615
$92 ﹤0.01%
35
-2,946
1616
$91 ﹤0.01%
11
-1,476
1617
$91 ﹤0.01%
+10
1618
$90 ﹤0.01%
+7
1619
$90 ﹤0.01%
2
-14
1620
$90 ﹤0.01%
+2
1621
$89 ﹤0.01%
3
-32
1622
$88 ﹤0.01%
3
1623
$88 ﹤0.01%
+3
1624
$82 ﹤0.01%
1
-9
1625
$80 ﹤0.01%
1
63 64
65
66 67