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
201
$90.1K 0.07%
4,446
202
$87.2K 0.07%
741
-60
203
$85.9K 0.07%
10,400
204
$84.1K 0.06%
1,304
-14
205
$83.7K 0.06%
3,486
+18
206
$83.4K 0.06%
1,102
207
$83.4K 0.06%
1,464
208
$83K 0.06%
1,418
209
$82.6K 0.06%
817
210
$81.9K 0.06%
3,324
211
$76.3K 0.06%
1,646
212
$75.4K 0.06%
2,111
+18
213
$75.3K 0.06%
1,949
214
$74.6K 0.06%
500
215
$73.8K 0.06%
1,831
-41
216
$73.5K 0.06%
3,416
217
$73.4K 0.06%
909
218
$73.3K 0.06%
1,056
219
$73.3K 0.06%
504
220
$72.3K 0.06%
936
221
$71K 0.05%
869
222
$70.5K 0.05%
506
223
$69.3K 0.05%
837
224
$68.5K 0.05%
794
225
$68.5K 0.05%
1,156
-8
7 8
9
10 11