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
826
$6.89K 0.01%
625
827
$6.85K 0.01%
248
828
$6.78K 0.01%
356
829
$6.74K 0.01%
378
-48
830
$6.71K 0.01%
74
831
$6.69K 0.01%
93
832
$6.67K 0.01%
157
-8
833
$6.63K 0.01%
77
834
$6.57K 0.01%
142
835
$6.39K ﹤0.01%
449
836
$6.33K ﹤0.01%
58
837
$6.32K ﹤0.01%
190
838
$6.29K ﹤0.01%
66
839
$6.27K ﹤0.01%
51
840
$6.22K ﹤0.01%
440
841
$6.17K ﹤0.01%
311
842
$6.15K ﹤0.01%
51
843
$6.13K ﹤0.01%
307
844
$6.09K ﹤0.01%
56
845
$6.06K ﹤0.01%
366
846
$6.01K ﹤0.01%
135
-375
847
$5.87K ﹤0.01%
89
848
$5.86K ﹤0.01%
134
849
$5.85K ﹤0.01%
195
850
$5.78K ﹤0.01%
38
32 33
34
35 36