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
801
$7.87K 0.01%
288
802
$7.83K 0.01%
572
-1
803
$7.82K 0.01%
106
-15
804
$7.79K 0.01%
234
-43
805
$7.79K 0.01%
106
806
$7.78K 0.01%
234
807
$7.77K 0.01%
79
808
$7.69K 0.01%
276
+155
809
$7.67K 0.01%
246
810
$7.65K 0.01%
212
811
$7.56K 0.01%
552
812
$7.5K 0.01%
+194
813
$7.46K 0.01%
419
814
$7.41K 0.01%
49
815
$7.34K 0.01%
55
816
$7.33K 0.01%
174
-30
817
$7.32K 0.01%
280
818
$7.21K 0.01%
344
819
$7.2K 0.01%
389
820
$7.17K 0.01%
519
821
$7.07K 0.01%
115
-13
822
$7.01K 0.01%
1,069
823
$6.95K 0.01%
+83
824
$6.95K 0.01%
474
825
$6.91K 0.01%
190
31 32
33
34 35