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
251
$56.3K 0.04%
155
252
$56.2K 0.04%
882
253
$56.2K 0.04%
251
254
$55.9K 0.04%
346
255
$55.8K 0.04%
577
+20
256
$55K 0.04%
277
257
$54.8K 0.04%
464
258
$54.6K 0.04%
869
259
$54.6K 0.04%
404
260
$53.6K 0.04%
3,460
-13
261
$53.5K 0.04%
955
262
$52.8K 0.04%
737
263
$52.5K 0.04%
862
264
$52.1K 0.04%
545
265
$51.9K 0.04%
798
266
$51.4K 0.04%
1,322
267
$51.2K 0.04%
949
268
$50K 0.04%
1,187
269
$49.8K 0.04%
1,266
+11
270
$49.6K 0.04%
669
271
$49.2K 0.04%
966
272
$49.2K 0.04%
611
273
$48.9K 0.04%
635
274
$48.3K 0.04%
1,272
275
$48.2K 0.04%
1,189
9 10
11
12 13