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
901
$3.56K ﹤0.01%
47
902
$3.49K ﹤0.01%
68
903
$3.35K ﹤0.01%
27
904
$3.28K ﹤0.01%
+96
905
$3.28K ﹤0.01%
88
906
$3.27K ﹤0.01%
75
907
$3.23K ﹤0.01%
225
+180
908
$3.2K ﹤0.01%
23
909
$3.2K ﹤0.01%
71
-12
910
$3.19K ﹤0.01%
64
911
$3.15K ﹤0.01%
224
912
$3.14K ﹤0.01%
67
913
$3.12K ﹤0.01%
112
-39
914
$3.11K ﹤0.01%
33
915
$3.1K ﹤0.01%
89
916
$3.02K ﹤0.01%
112
917
$3.02K ﹤0.01%
47
918
$3.01K ﹤0.01%
45
-8
919
$2.95K ﹤0.01%
34
+25
920
$2.92K ﹤0.01%
109
921
$2.9K ﹤0.01%
18
922
$2.86K ﹤0.01%
65
923
$2.84K ﹤0.01%
81
924
$2.83K ﹤0.01%
51
925
$2.79K ﹤0.01%
61
+22
35 36
37
38 39