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
326
$39.5K 0.03%
1,832
327
$39.4K 0.03%
4,235
328
$39.3K 0.03%
997
329
$39.3K 0.03%
792
330
$39.2K 0.03%
2,064
+1,001
331
$38.8K 0.03%
335
+98
332
$38.7K 0.03%
3,440
333
$38.7K 0.03%
549
334
$38.4K 0.03%
1,326
335
$38.3K 0.03%
163
336
$38K 0.03%
468
337
$38K 0.03%
590
338
$37.7K 0.03%
285
339
$37.6K 0.03%
1,258
+55
340
$37.5K 0.03%
836
341
$37.4K 0.03%
736
342
$37.3K 0.03%
1,199
343
$36.8K 0.03%
821
344
$36.6K 0.03%
779
345
$36.5K 0.03%
1,277
346
$36.5K 0.03%
903
347
$36.5K 0.03%
1,264
348
$36.3K 0.03%
3,318
349
$36.3K 0.03%
1,004
350
$36K 0.03%
2,032
+301
12 13
14
15 16