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
1
$20.1M 8.18%
1,423,701
-918
2
$18.6M 7.59%
134,862
+2,063
3
$6.99M 2.84%
21,280
+3,013
4
$6.36M 2.59%
32,251
-1,052
5
$6.34M 2.58%
50,442
-415
6
$6.05M 2.46%
16,935
+81
7
$5.9M 2.4%
25,346
+606
8
$5.71M 2.33%
42,563
+879
9
$5.7M 2.32%
254,346
+4,146
10
$4.81M 1.96%
29,472
+568
11
$4.57M 1.86%
85,258
-1,512
12
$4.22M 1.72%
223,142
-3,204
13
$4.12M 1.68%
66,323
+1,724
14
$3.62M 1.47%
37,413
-517
15
$3.43M 1.4%
14,848
+272
16
$3.4M 1.38%
39,001
+2,393
17
$2.79M 1.14%
12,346
+33
18
$2.74M 1.11%
24,220
+1,814
19
$2.67M 1.09%
27,943
+183
20
$2.67M 1.09%
18,556
+1,715
21
$2.66M 1.08%
25,494
+533
22
$2.46M 1%
8,929
+753
23
$2.45M 1%
81,072
-380
24
$2.09M 0.85%
24,993
+942
25
$1.96M 0.8%
7,378
+91
1
2 3 4 5