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
201
$145K 0.06%
3,307
+1,711
202
$145K 0.06%
1,840
+476
203
$145K 0.06%
1,686
+430
204
$144K 0.06%
596
+1
205
$143K 0.06%
2,750
+1,483
206
$140K 0.06%
3,485
+13
207
$140K 0.06%
22,860
-16,939
208
$140K 0.06%
1,492
-17
209
$139K 0.06%
2,430
+64
210
$136K 0.06%
8,477
-139
211
$135K 0.05%
5,974
+3,284
212
$134K 0.05%
1,450
-8
213
$133K 0.05%
1,650
+10
214
$132K 0.05%
4,288
-122
215
$132K 0.05%
2,329
+2
216
$130K 0.05%
2,975
+2,190
217
$130K 0.05%
5,172
218
$129K 0.05%
391
+2
219
$129K 0.05%
9,545
+1
220
$127K 0.05%
1,392
+18
221
$125K 0.05%
1,831
222
$125K 0.05%
1,110
+13
223
$121K 0.05%
10,984
+5,657
224
$120K 0.05%
300
+177
225
$119K 0.05%
3,272
7 8
9
10 11