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
+$1.1M
2
+$376K
3
+$324K
4
CVX icon
Chevron
CVX
+$262K
5
K
Kellanova
K
+$254K

Top Sells

1
+$231K
2
+$229K
3
+$195K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$142K
5
TWLO icon
Twilio
TWLO
+$135K

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
1676
– –
-2
1677
– –
-17
1678
– –
-28
1679
– –
-5
1680
– –
-25
1681
– –
-19
1682
– –
-850
1683
– –
-12
1684
– –
0
1685
– –
-1,018
1686
– –
-513
1687
– –
-524
1688
– –
-6
1689
– –
-32
1690
– –
0
1691
– –
-24
1692
– –
-71
1693
– –
-21
1694
– –
-7
1695
– –
-2
1696
– –
-998
1697
– –
-47
1698
– –
0
1699
– –
-9
1700
– –
-8
66 67
68
69 70