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
126
$180K 0.14%
7,046
127
$179K 0.14%
6,885
-15
128
$179K 0.14%
1,197
129
$178K 0.14%
10,030
130
$178K 0.14%
2,839
131
$177K 0.14%
1,937
132
$177K 0.14%
39,680
133
$176K 0.13%
3,903
134
$174K 0.13%
2,252
135
$174K 0.13%
3,973
136
$174K 0.13%
1,860
137
$171K 0.13%
902
138
$170K 0.13%
2,091
139
$168K 0.13%
4,672
140
$164K 0.13%
10,755
141
$163K 0.12%
6,740
142
$163K 0.12%
1,967
143
$161K 0.12%
2,968
144
$160K 0.12%
8,477
145
$158K 0.12%
8,700
146
$156K 0.12%
4,527
-438
147
$156K 0.12%
3,182
148
$156K 0.12%
1,836
149
$154K 0.12%
872
-4
150
$152K 0.12%
602
4 5
6
7 8