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
426
$27.6K 0.02%
929
427
$27.6K 0.02%
113
428
$27.6K 0.02%
652
429
$27.6K 0.02%
827
430
$27.6K 0.02%
1,058
-13
431
$27.5K 0.02%
2,311
432
$27.4K 0.02%
235
+12
433
$27.4K 0.02%
597
+113
434
$27.3K 0.02%
567
435
$27.3K 0.02%
61
+2
436
$27.3K 0.02%
1,393
-20
437
$27.2K 0.02%
564
438
$27.1K 0.02%
2,619
+468
439
$27.1K 0.02%
1,128
440
$26.8K 0.02%
549
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441
$26.8K 0.02%
479
442
$26.8K 0.02%
381
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$26.8K 0.02%
82
444
$26.7K 0.02%
994
445
$26.7K 0.02%
955
-265
446
$26.4K 0.02%
1,654
447
$26.4K 0.02%
198
448
$26.3K 0.02%
1,125
449
$26.3K 0.02%
506
450
$26.2K 0.02%
686
16 17
18
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