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
701
$12.8K 0.01%
120
-89
702
$12.7K 0.01%
124
-138
703
$12.6K 0.01%
275
704
$12.6K 0.01%
477
705
$12.5K 0.01%
177
706
$12.5K 0.01%
144
-89
707
$12.5K 0.01%
53
-30
708
$12.4K 0.01%
237
709
$12.4K 0.01%
424
710
$12.3K 0.01%
378
711
$12.3K 0.01%
140
712
$12.3K 0.01%
722
713
$12.3K 0.01%
225
714
$12.2K 0.01%
566
+230
715
$12.2K 0.01%
392
716
$12.1K 0.01%
145
717
$12.1K 0.01%
422
-676
718
$12K 0.01%
832
719
$12K 0.01%
287
720
$11.9K 0.01%
88
-27
721
$11.9K 0.01%
100
722
$11.9K 0.01%
401
723
$11.9K 0.01%
1,035
724
$11.9K 0.01%
251
725
$11.8K 0.01%
325
27 28
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