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
926
$2.65K ﹤0.01%
41
+21
927
$2.63K ﹤0.01%
+37
928
$2.58K ﹤0.01%
28
929
$2.55K ﹤0.01%
+49
930
$2.53K ﹤0.01%
132
931
$2.51K ﹤0.01%
68
932
$2.5K ﹤0.01%
40
933
$2.43K ﹤0.01%
95
+70
934
$2.42K ﹤0.01%
19
935
$2.37K ﹤0.01%
29
936
$2.32K ﹤0.01%
53
937
$2.29K ﹤0.01%
270
938
$2.19K ﹤0.01%
91
939
$2.19K ﹤0.01%
109
+10
940
$2.15K ﹤0.01%
22
941
$2.1K ﹤0.01%
12
942
$2.09K ﹤0.01%
35
-10
943
$2.07K ﹤0.01%
26
-8
944
$2.05K ﹤0.01%
18
+15
945
$2.01K ﹤0.01%
19
946
$1.98K ﹤0.01%
71
947
$1.97K ﹤0.01%
55
948
$1.95K ﹤0.01%
140
949
$1.94K ﹤0.01%
24
950
$1.88K ﹤0.01%
+11
36 37
38
39 40