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
51
$474K 0.36%
6,513
52
$472K 0.36%
2,533
53
$471K 0.36%
9,820
54
$448K 0.34%
4,024
55
$443K 0.34%
4,985
56
$426K 0.32%
3,047
+1,514
57
$420K 0.32%
2,147
58
$414K 0.32%
4,624
-3
59
$414K 0.32%
3,567
60
$405K 0.31%
10,536
61
$392K 0.3%
10,928
62
$377K 0.29%
7,787
63
$371K 0.28%
4,805
-320
64
$358K 0.27%
10,659
65
$333K 0.25%
3,685
66
$333K 0.25%
3,380
-52
67
$330K 0.25%
17,820
68
$326K 0.25%
8,023
+5
69
$318K 0.24%
4,097
70
$317K 0.24%
1,021
-88
71
$313K 0.24%
2,001
72
$311K 0.24%
3,624
73
$310K 0.24%
5,768
-48
74
$308K 0.24%
3,857
-37
75
$306K 0.23%
1,292
1 2
3
4 5