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
176
$183K 0.07%
5,853
+2,933
177
$183K 0.07%
10,041
178
$182K 0.07%
4,506
+295
179
$180K 0.07%
6,097
+2,732
180
$179K 0.07%
1,480
-40
181
$175K 0.07%
3,135
-6
182
$175K 0.07%
2,471
-17
183
$173K 0.07%
356
184
$168K 0.07%
1,134
+55
185
$167K 0.07%
3,052
186
$167K 0.07%
1,757
+632
187
$165K 0.07%
2,381
+969
188
$164K 0.07%
5,227
-56
189
$163K 0.07%
2,190
190
$158K 0.06%
1,558
+5
191
$155K 0.06%
3,850
+83
192
$155K 0.06%
4,026
-13
193
$154K 0.06%
2,188
-2
194
$153K 0.06%
3,892
+1,731
195
$151K 0.06%
2,456
-1
196
$150K 0.06%
912
+896
197
$149K 0.06%
1,496
198
$148K 0.06%
1,162
+1,122
199
$147K 0.06%
1,935
+983
200
$146K 0.06%
1,689
+1,314
6 7
8
9 10