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
1026
$556 ﹤0.01%
9
1027
$554 ﹤0.01%
10
1028
$538 ﹤0.01%
41
1029
$530 ﹤0.01%
22
1030
$530 ﹤0.01%
11
-20
1031
$516 ﹤0.01%
7
1032
$507 ﹤0.01%
5
1033
$503 ﹤0.01%
14
1034
$482 ﹤0.01%
9
1035
$479 ﹤0.01%
10
1036
$478 ﹤0.01%
4
-10
1037
$475 ﹤0.01%
35
1038
$461 ﹤0.01%
19
1039
$461 ﹤0.01%
21
1040
$457 ﹤0.01%
13
1041
$449 ﹤0.01%
7
1042
$432 ﹤0.01%
3
1043
$417 ﹤0.01%
6
1044
$404 ﹤0.01%
13
1045
$392 ﹤0.01%
25
1046
$387 ﹤0.01%
29
1047
$370 ﹤0.01%
9
1048
$368 ﹤0.01%
33
1049
$354 ﹤0.01%
8
1050
$341 ﹤0.01%
3
40 41
42
43 44