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
951
$1.83K ﹤0.01%
43
+28
952
$1.78K ﹤0.01%
15
953
$1.77K ﹤0.01%
24
954
$1.72K ﹤0.01%
13
955
$1.7K ﹤0.01%
25
956
$1.7K ﹤0.01%
143
957
$1.68K ﹤0.01%
15
958
$1.68K ﹤0.01%
122
959
$1.66K ﹤0.01%
77
-13
960
$1.65K ﹤0.01%
23
-34
961
$1.62K ﹤0.01%
17
962
$1.62K ﹤0.01%
34
963
$1.59K ﹤0.01%
15
+6
964
$1.59K ﹤0.01%
62
965
$1.58K ﹤0.01%
20
966
$1.57K ﹤0.01%
83
-60
967
$1.57K ﹤0.01%
33
968
$1.54K ﹤0.01%
34
969
$1.49K ﹤0.01%
106
970
$1.47K ﹤0.01%
128
971
$1.47K ﹤0.01%
66
972
$1.45K ﹤0.01%
43
973
$1.43K ﹤0.01%
+39
974
$1.41K ﹤0.01%
80
975
$1.35K ﹤0.01%
16
37 38
39
40 41