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
301
$43.1K 0.03%
1,470
302
$42.9K 0.03%
1,711
303
$42.8K 0.03%
553
304
$42.7K 0.03%
576
305
$42.3K 0.03%
3,008
306
$42.3K 0.03%
1,078
307
$42.3K 0.03%
1,870
308
$42.1K 0.03%
461
309
$42K 0.03%
2,397
310
$42K 0.03%
94
311
$41.9K 0.03%
916
312
$41.7K 0.03%
1,434
313
$41.4K 0.03%
799
314
$41K 0.03%
811
-236
315
$41K 0.03%
876
316
$40.9K 0.03%
202
317
$40.9K 0.03%
1,033
318
$40.5K 0.03%
1,389
+25
319
$40.4K 0.03%
647
320
$40.3K 0.03%
2,060
+37
321
$40.2K 0.03%
1,408
322
$40.1K 0.03%
1,391
323
$39.9K 0.03%
280
324
$39.8K 0.03%
263
325
$39.6K 0.03%
3,042
-50
11 12
13
14 15