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
226
$67.8K 0.05%
634
227
$65.8K 0.05%
348
228
$65.5K 0.05%
4,809
229
$65.3K 0.05%
1,161
230
$64.9K 0.05%
687
231
$64.7K 0.05%
699
232
$63.8K 0.05%
1,005
233
$61.9K 0.05%
+991
234
$61.6K 0.05%
2,187
-71
235
$61.3K 0.05%
1,338
-40
236
$60.9K 0.05%
816
237
$60.6K 0.05%
295
-2
238
$59.9K 0.05%
3,273
239
$59.8K 0.05%
1,609
240
$59.8K 0.05%
1,309
+10
241
$59.7K 0.05%
697
242
$59.5K 0.05%
737
243
$57.2K 0.04%
1,036
244
$57.1K 0.04%
253
-2
245
$57K 0.04%
548
246
$56.9K 0.04%
732
+19
247
$56.6K 0.04%
1,221
248
$56.5K 0.04%
232
-5
249
$56.3K 0.04%
155
250
$56.2K 0.04%
882
8 9
10
11 12