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
301
$43.4K 0.03%
806
302
$43.3K 0.03%
792
303
$43.1K 0.03%
1,470
304
$42.9K 0.03%
1,711
305
$42.8K 0.03%
553
306
$42.7K 0.03%
576
307
$42.3K 0.03%
3,008
308
$42.3K 0.03%
1,078
309
$42.3K 0.03%
1,870
310
$42.1K 0.03%
461
311
$42K 0.03%
2,397
312
$42K 0.03%
94
313
$41.9K 0.03%
916
314
$41.7K 0.03%
1,434
315
$41.4K 0.03%
799
316
$41K 0.03%
811
-236
317
$41K 0.03%
876
318
$40.9K 0.03%
202
319
$40.9K 0.03%
1,033
320
$40.5K 0.03%
1,389
+25
321
$40.4K 0.03%
647
322
$40.3K 0.03%
2,060
+37
323
$40.2K 0.03%
1,408
324
$40.1K 0.03%
1,391
325
$39.9K 0.03%
280
11 12
13
14 15