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
376
$32.7K 0.02%
1,768
377
$32.6K 0.02%
1,448
378
$32.5K 0.02%
163
379
$32.4K 0.02%
517
380
$32.3K 0.02%
840
381
$32.2K 0.02%
760
382
$32.1K 0.02%
855
+182
383
$31.8K 0.02%
1,657
+74
384
$31.7K 0.02%
1,426
385
$31.6K 0.02%
181
386
$31.3K 0.02%
651
387
$31.3K 0.02%
612
388
$31.2K 0.02%
828
389
$31.1K 0.02%
671
390
$31K 0.02%
548
391
$31K 0.02%
834
392
$31K 0.02%
835
393
$30.9K 0.02%
368
394
$30.8K 0.02%
523
395
$30.7K 0.02%
5,262
396
$30.5K 0.02%
207
-10
397
$30.4K 0.02%
486
398
$30.4K 0.02%
617
399
$30.3K 0.02%
377
400
$30.2K 0.02%
266
-7
14 15
16
17 18