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
701
$12.5K 0.01%
53
-30
702
$12.4K 0.01%
237
703
$12.4K 0.01%
424
704
$12.3K 0.01%
378
705
$12.3K 0.01%
140
706
$12.3K 0.01%
722
707
$12.3K 0.01%
225
708
$12.2K 0.01%
566
+230
709
$12.2K 0.01%
392
710
$12.1K 0.01%
145
711
$12.1K 0.01%
422
-676
712
$12K 0.01%
832
713
$12K 0.01%
287
714
$11.9K 0.01%
88
-27
715
$11.9K 0.01%
100
716
$11.9K 0.01%
401
717
$11.9K 0.01%
1,035
718
$11.9K 0.01%
251
719
$11.8K 0.01%
325
720
$11.8K 0.01%
923
721
$11.7K 0.01%
+440
722
$11.6K 0.01%
227
723
$11.6K 0.01%
802
-700
724
$11.5K 0.01%
415
725
$11.4K 0.01%
358
+11
27 28
29
30 31