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
976
$1.33K ﹤0.01%
40
+22
977
$1.31K ﹤0.01%
26
978
$1.27K ﹤0.01%
61
-10
979
$1.26K ﹤0.01%
66
+1
980
$1.2K ﹤0.01%
34
981
$1.19K ﹤0.01%
+178
982
$1.17K ﹤0.01%
39
983
$1.15K ﹤0.01%
27
984
$1.15K ﹤0.01%
11
985
$1.14K ﹤0.01%
20
986
$1.09K ﹤0.01%
10
987
$1.07K ﹤0.01%
6
988
$1.03K ﹤0.01%
9
989
$1.02K ﹤0.01%
21
990
$1.01K ﹤0.01%
11
991
$1.01K ﹤0.01%
22
992
$999 ﹤0.01%
30
-68
993
$994 ﹤0.01%
+26
994
$973 ﹤0.01%
12
995
$971 ﹤0.01%
7
996
$967 ﹤0.01%
21
997
$954 ﹤0.01%
7
998
$946 ﹤0.01%
80
999
$907 ﹤0.01%
23
1000
$897 ﹤0.01%
9
38 39
40
41 42