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
26
$751K 0.57%
6,763
27
$731K 0.56%
8,241
+17
28
$731K 0.56%
14,548
-1,167
29
$717K 0.55%
21,176
-44
30
$715K 0.55%
14,438
+16
31
$703K 0.54%
4,486
-43
32
$698K 0.53%
14,520
+320
33
$698K 0.53%
6,293
+71
34
$684K 0.52%
3,729
35
$676K 0.52%
5,407
36
$659K 0.5%
5,799
-21
37
$649K 0.5%
5,596
-218
38
$646K 0.49%
11,961
-36
39
$609K 0.46%
11,046
40
$599K 0.46%
15,731
41
$581K 0.44%
6,389
-150
42
$564K 0.43%
4,067
+7
43
$560K 0.43%
5,321
44
$559K 0.43%
16,044
+596
45
$530K 0.4%
31,719
+180
46
$525K 0.4%
10,780
47
$502K 0.38%
13,696
48
$493K 0.38%
8,070
-8
49
$484K 0.37%
16,343
-501
50
$482K 0.37%
3,867
+8
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2
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