SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
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
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$211K
3
+$169K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$124K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$112K

Top Sells

1
+$956K
2
+$138K
3
+$64.2K
4
LEN icon
Lennar Class A
LEN
+$58.7K
5
BLKB icon
Blackbaud
BLKB
+$43.4K

Sector Composition

1 Financials 18%
2 Technology 8.32%
3 Healthcare 7.34%
4 Industrials 6%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.5K 0.05%
1,156
-8
227
$67.8K 0.05%
634
228
$65.8K 0.05%
348
229
$65.5K 0.05%
4,809
230
$65.3K 0.05%
1,161
231
$64.9K 0.05%
687
232
$64.7K 0.05%
699
233
$63.8K 0.05%
1,005
234
$61.9K 0.05%
+991
235
$61.6K 0.05%
2,187
-71
236
$61.3K 0.05%
1,338
-40
237
$60.9K 0.05%
816
238
$60.6K 0.05%
295
-2
239
$59.9K 0.05%
3,273
240
$59.8K 0.05%
1,609
241
$59.8K 0.05%
1,309
+10
242
$59.7K 0.05%
697
243
$59.5K 0.05%
737
244
$57.2K 0.04%
1,036
245
$57.1K 0.04%
253
-2
246
$57K 0.04%
548
247
$56.9K 0.04%
732
+19
248
$56.9K 0.04%
2,286
249
$56.6K 0.04%
1,221
250
$56.5K 0.04%
232
-5
8 9
10
11 12