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
651
$14.3K 0.01%
912
652
$14.3K 0.01%
35
-2
653
$14.3K 0.01%
323
654
$14.2K 0.01%
1,645
+493
655
$14.2K 0.01%
181
-104
656
$14.2K 0.01%
+426
657
$14.1K 0.01%
+454
658
$14.1K 0.01%
475
659
$14.1K 0.01%
112
660
$13.9K 0.01%
172
661
$13.9K 0.01%
219
662
$13.8K 0.01%
308
663
$13.8K 0.01%
467
664
$13.7K 0.01%
231
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665
$13.7K 0.01%
206
666
$13.7K 0.01%
118
-9
667
$13.7K 0.01%
159
-31
668
$13.6K 0.01%
1,436
669
$13.6K 0.01%
161
670
$13.6K 0.01%
713
-300
671
$13.6K 0.01%
630
672
$13.5K 0.01%
280
673
$13.5K 0.01%
187
674
$13.5K 0.01%
326
-4
675
$13.4K 0.01%
415
+226
25 26
27
28 29