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
876
$4.72K ﹤0.01%
203
877
$4.68K ﹤0.01%
347
878
$4.67K ﹤0.01%
352
879
$4.64K ﹤0.01%
43
880
$4.57K ﹤0.01%
216
881
$4.55K ﹤0.01%
59
882
$4.49K ﹤0.01%
299
883
$4.39K ﹤0.01%
91
884
$4.36K ﹤0.01%
41
885
$4.31K ﹤0.01%
63
886
$4.16K ﹤0.01%
46
887
$4.13K ﹤0.01%
23
888
$4.11K ﹤0.01%
87
889
$4.03K ﹤0.01%
100
890
$4K ﹤0.01%
89
891
$3.99K ﹤0.01%
52
892
$3.98K ﹤0.01%
58
893
$3.98K ﹤0.01%
74
894
$3.92K ﹤0.01%
82
895
$3.83K ﹤0.01%
54
896
$3.76K ﹤0.01%
21
897
$3.67K ﹤0.01%
17
898
$3.64K ﹤0.01%
108
+51
899
$3.57K ﹤0.01%
146
900
$3.57K ﹤0.01%
20
34 35
36
37 38