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
851
$5.76K ﹤0.01%
78
852
$5.71K ﹤0.01%
174
853
$5.6K ﹤0.01%
917
854
$5.58K ﹤0.01%
181
+87
855
$5.57K ﹤0.01%
133
856
$5.55K ﹤0.01%
102
-39
857
$5.53K ﹤0.01%
183
858
$5.5K ﹤0.01%
349
859
$5.45K ﹤0.01%
132
860
$5.42K ﹤0.01%
600
861
$5.41K ﹤0.01%
257
-52
862
$5.37K ﹤0.01%
45
863
$5.2K ﹤0.01%
35
864
$5.19K ﹤0.01%
87
-18
865
$5.18K ﹤0.01%
91
+2
866
$5.16K ﹤0.01%
80
867
$5.11K ﹤0.01%
48
868
$5.09K ﹤0.01%
108
869
$5.07K ﹤0.01%
94
870
$5.03K ﹤0.01%
87
871
$4.97K ﹤0.01%
276
872
$4.9K ﹤0.01%
71
873
$4.88K ﹤0.01%
51
-16
874
$4.84K ﹤0.01%
63
-15
875
$4.78K ﹤0.01%
296
33 34
35
36 37