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
276
$47.8K 0.04%
1,273
277
$47.6K 0.04%
2,076
278
$47.6K 0.04%
2,631
-6
279
$47.4K 0.04%
873
280
$47.3K 0.04%
642
281
$47.2K 0.04%
3,941
+96
282
$47.1K 0.04%
1,247
283
$47K 0.04%
1,397
-135
284
$46.8K 0.04%
454
285
$46.5K 0.04%
552
+132
286
$46.4K 0.04%
1,324
287
$46.1K 0.04%
656
-73
288
$45.8K 0.04%
696
289
$45.7K 0.03%
724
290
$45.4K 0.03%
730
291
$45.4K 0.03%
126
-14
292
$45K 0.03%
1,689
293
$44.9K 0.03%
560
+260
294
$44.7K 0.03%
1,220
295
$44.6K 0.03%
929
296
$44.5K 0.03%
1,147
297
$44.1K 0.03%
274
+15
298
$44K 0.03%
+3,588
299
$43.4K 0.03%
806
300
$43.3K 0.03%
792
10 11
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