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
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