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
401
$30.2K 0.02%
353
402
$30.2K 0.02%
226
403
$30K 0.02%
617
404
$30K 0.02%
540
405
$29.9K 0.02%
465
406
$29.9K 0.02%
727
+260
407
$29.6K 0.02%
1,364
408
$29.5K 0.02%
873
+13
409
$29K 0.02%
553
410
$28.9K 0.02%
852
411
$28.8K 0.02%
481
412
$28.8K 0.02%
334
413
$28.6K 0.02%
154
414
$28.5K 0.02%
509
+143
415
$28.4K 0.02%
714
+612
416
$28.3K 0.02%
578
417
$28.2K 0.02%
704
418
$28.2K 0.02%
1,165
+871
419
$28.1K 0.02%
927
+509
420
$28K 0.02%
371
421
$28K 0.02%
768
+39
422
$27.9K 0.02%
654
+43
423
$27.9K 0.02%
428
424
$27.8K 0.02%
813
425
$27.7K 0.02%
395
15 16
17
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