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
501
$22.6K 0.02%
403
502
$22.6K 0.02%
459
503
$22.6K 0.02%
348
504
$22.5K 0.02%
720
505
$22.5K 0.02%
+1,243
506
$22.4K 0.02%
353
507
$22.4K 0.02%
170
508
$22.4K 0.02%
553
509
$22.3K 0.02%
401
510
$22.2K 0.02%
307
+19
511
$22.2K 0.02%
1,096
-273
512
$21.8K 0.02%
838
513
$21.7K 0.02%
+613
514
$21.7K 0.02%
388
515
$21.7K 0.02%
992
516
$21.6K 0.02%
+557
517
$21.6K 0.02%
1,100
518
$21.6K 0.02%
922
519
$21.5K 0.02%
+2,646
520
$21.4K 0.02%
572
521
$21.2K 0.02%
578
522
$21.2K 0.02%
1,222
523
$20.9K 0.02%
709
-4
524
$20.9K 0.02%
409
525
$20.9K 0.02%
+344
19 20
21
22 23