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
1001
$879 ﹤0.01%
17
-321
1002
$863 ﹤0.01%
23
1003
$851 ﹤0.01%
39
1004
$844 ﹤0.01%
18
1005
$803 ﹤0.01%
+13
1006
$776 ﹤0.01%
30
1007
$749 ﹤0.01%
9
1008
$713 ﹤0.01%
12
1009
$706 ﹤0.01%
35
1010
$692 ﹤0.01%
8
1011
$667 ﹤0.01%
16
1012
$657 ﹤0.01%
26
1013
$657 ﹤0.01%
26
1014
$656 ﹤0.01%
10
1015
$655 ﹤0.01%
22
1016
$651 ﹤0.01%
17
1017
$643 ﹤0.01%
11
1018
$640 ﹤0.01%
9
1019
$622 ﹤0.01%
16
1020
$619 ﹤0.01%
4
1021
$609 ﹤0.01%
8
1022
$596 ﹤0.01%
4
1023
$595 ﹤0.01%
9
1024
$581 ﹤0.01%
14
1025
$571 ﹤0.01%
20
-100
39 40
41
42 43