SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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 icon
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 16.17%
2 Healthcare 12%
3 Financials 9.24%
4 Consumer Discretionary 6.9%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$80 ﹤0.01%
1
-5
1627
$76 ﹤0.01%
2
1628
$76 ﹤0.01%
+1
1629
$65 ﹤0.01%
1
-6
1630
$61 ﹤0.01%
2
1631
$34 ﹤0.01%
+1
1632
$29 ﹤0.01%
1
1633
$23 ﹤0.01%
+11,563
1634
$13 ﹤0.01%
+1
1635
$2 ﹤0.01%
1
1636
– –
-6
1637
– –
-21
1638
– –
-16
1639
– –
-5
1640
– –
0
1641
– –
-5,576
1642
– –
-15
1643
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0
1644
– –
0
1645
– –
-5
1646
– –
-12
1647
– –
-2
1648
– –
-44
1649
– –
-12
1650
– –
-21
64 65
66
67 68