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
776
$9.05K 0.01%
80
777
$9.04K 0.01%
262
778
$9.01K 0.01%
190
779
$8.96K 0.01%
870
780
$8.94K 0.01%
141
781
$8.91K 0.01%
90
782
$8.88K 0.01%
147
783
$8.85K 0.01%
67
784
$8.82K 0.01%
76
785
$8.72K 0.01%
+488
786
$8.53K 0.01%
140
787
$8.47K 0.01%
385
788
$8.39K 0.01%
486
789
$8.33K 0.01%
14
+5
790
$8.29K 0.01%
98
791
$8.24K 0.01%
108
792
$8.2K 0.01%
137
793
$8.17K 0.01%
86
794
$8.15K 0.01%
196
795
$8.14K 0.01%
55
796
$8.07K 0.01%
211
797
$8K 0.01%
397
798
$7.96K 0.01%
+853
799
$7.92K 0.01%
37
800
$7.92K 0.01%
55
-168
30 31
32
33 34