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
676
$13.4K 0.01%
237
677
$13.4K 0.01%
366
+42
678
$13.4K 0.01%
208
679
$13.4K 0.01%
852
680
$13.3K 0.01%
381
-1,100
681
$13.3K 0.01%
309
682
$13.2K 0.01%
+1,285
683
$13.2K 0.01%
178
684
$13.2K 0.01%
+272
685
$13.2K 0.01%
763
-1,124
686
$13.2K 0.01%
1,298
687
$13.1K 0.01%
67
-57
688
$13.1K 0.01%
790
689
$13K 0.01%
232
690
$13K 0.01%
458
691
$13K 0.01%
1,420
692
$13K 0.01%
418
693
$12.9K 0.01%
226
694
$12.8K 0.01%
5
695
$12.8K 0.01%
120
-89
696
$12.7K 0.01%
124
-138
697
$12.6K 0.01%
275
698
$12.6K 0.01%
477
699
$12.5K 0.01%
177
700
$12.5K 0.01%
144
-89
26 27
28
29 30