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
276
$48.2K 0.04%
878
277
$48K 0.04%
801
278
$47.8K 0.04%
1,273
279
$47.6K 0.04%
2,076
280
$47.6K 0.04%
2,631
-6
281
$47.4K 0.04%
873
282
$47.3K 0.04%
642
283
$47.2K 0.04%
3,941
+96
284
$47.1K 0.04%
1,247
285
$47K 0.04%
1,397
-135
286
$46.8K 0.04%
454
287
$46.5K 0.04%
552
+132
288
$46.4K 0.04%
1,324
289
$46.1K 0.04%
656
-73
290
$45.8K 0.04%
696
291
$45.7K 0.03%
724
292
$45.4K 0.03%
730
293
$45.4K 0.03%
126
-14
294
$45K 0.03%
1,689
295
$44.9K 0.03%
560
+260
296
$44.7K 0.03%
1,220
297
$44.6K 0.03%
929
298
$44.5K 0.03%
1,147
299
$44.1K 0.03%
274
+15
300
$44K 0.03%
+3,588
10 11
12
13 14