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
$131M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$201K
3
+$161K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$122K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$110K

Top Sells

1
+$932K
2
+$61.3K
3
+$58.2K
4
BLKB icon
Blackbaud
BLKB
+$43.4K
5
AAPL icon
Apple
AAPL
+$40.8K

Sector Composition

1 Financials 18%
2 Technology 8.3%
3 Healthcare 7.34%
4 Industrials 5.96%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$56.2K 0.04%
251
252
$55.9K 0.04%
346
253
$55.8K 0.04%
577
+20
254
$55K 0.04%
277
255
$54.8K 0.04%
464
256
$54.6K 0.04%
869
257
$54.6K 0.04%
404
258
$53.6K 0.04%
3,460
-13
259
$53.5K 0.04%
955
260
$52.8K 0.04%
737
261
$52.5K 0.04%
862
262
$52.1K 0.04%
545
263
$51.9K 0.04%
798
264
$51.4K 0.04%
1,322
265
$51.2K 0.04%
949
266
$50K 0.04%
1,187
267
$49.8K 0.04%
1,266
+11
268
$49.6K 0.04%
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269
$49.2K 0.04%
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270
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611
271
$48.9K 0.04%
635
272
$48.3K 0.04%
1,272
273
$48.2K 0.04%
1,189
274
$48.2K 0.04%
878
275
$48K 0.04%
801
9 10
11
12 13