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
676
$13.6K 0.01%
713
-300
677
$13.6K 0.01%
630
678
$13.5K 0.01%
280
679
$13.5K 0.01%
187
680
$13.5K 0.01%
326
-4
681
$13.4K 0.01%
415
+226
682
$13.4K 0.01%
237
683
$13.4K 0.01%
366
+42
684
$13.4K 0.01%
208
685
$13.4K 0.01%
852
686
$13.3K 0.01%
381
-1,100
687
$13.3K 0.01%
309
688
$13.2K 0.01%
+1,285
689
$13.2K 0.01%
178
690
$13.2K 0.01%
+272
691
$13.2K 0.01%
763
-1,124
692
$13.2K 0.01%
1,298
693
$13.1K 0.01%
67
-57
694
$13.1K 0.01%
790
695
$13K 0.01%
232
696
$13K 0.01%
458
697
$13K 0.01%
1,420
698
$13K 0.01%
418
699
$12.9K 0.01%
226
700
$12.8K 0.01%
5
26 27
28
29 30