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
76
$306K 0.23%
1,203
77
$305K 0.23%
8,272
+44
78
$305K 0.23%
8,797
-151
79
$298K 0.23%
1,974
80
$285K 0.22%
5,472
81
$283K 0.22%
2,257
82
$275K 0.21%
877
83
$271K 0.21%
4,254
84
$269K 0.21%
5,065
-10
85
$268K 0.2%
3,669
-151
86
$266K 0.2%
2,849
87
$266K 0.2%
3,164
88
$265K 0.2%
4,961
89
$253K 0.19%
5,056
-41
90
$250K 0.19%
3,442
+116
91
$249K 0.19%
6,155
-180
92
$248K 0.19%
2,337
93
$245K 0.19%
1,456
94
$244K 0.19%
3,175
95
$242K 0.18%
2,014
96
$240K 0.18%
2,403
97
$238K 0.18%
1,685
98
$237K 0.18%
3,116
-45
99
$235K 0.18%
1,922
100
$235K 0.18%
1,513
2 3
4
5 6