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
751
$10.4K 0.01%
182
752
$10.4K 0.01%
1,020
+72
753
$10.2K 0.01%
222
754
$10.2K 0.01%
666
+47
755
$10.2K 0.01%
228
756
$10.2K 0.01%
+357
757
$10.1K 0.01%
95
+37
758
$10.1K 0.01%
103
759
$9.94K 0.01%
190
-115
760
$9.94K 0.01%
+297
761
$9.91K 0.01%
239
762
$9.91K 0.01%
231
763
$9.8K 0.01%
1,154
764
$9.79K 0.01%
139
765
$9.72K 0.01%
416
766
$9.71K 0.01%
515
+92
767
$9.71K 0.01%
378
768
$9.67K 0.01%
37
769
$9.64K 0.01%
1,345
770
$9.44K 0.01%
230
771
$9.4K 0.01%
390
772
$9.28K 0.01%
101
773
$9.23K 0.01%
137
774
$9.07K 0.01%
3,173
+3,172
775
$9.05K 0.01%
624
+80
29 30
31
32 33