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
451
$26.1K 0.02%
568
452
$25.9K 0.02%
529
453
$25.9K 0.02%
702
454
$25.9K 0.02%
546
455
$25.9K 0.02%
603
-89
456
$25.9K 0.02%
910
457
$25.9K 0.02%
467
458
$25.7K 0.02%
670
459
$25.6K 0.02%
502
460
$25.5K 0.02%
342
461
$25.5K 0.02%
328
462
$25.4K 0.02%
615
+423
463
$25.3K 0.02%
1,721
-428
464
$25.3K 0.02%
287
465
$25.2K 0.02%
630
466
$25.1K 0.02%
389
467
$25.1K 0.02%
1,018
468
$24.9K 0.02%
110
-7
469
$24.8K 0.02%
595
470
$24.7K 0.02%
417
471
$24.6K 0.02%
259
472
$24.6K 0.02%
1,069
473
$24.4K 0.02%
380
+218
474
$24.3K 0.02%
744
475
$24.3K 0.02%
1,381
17 18
19
20 21