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
776
$9.44K 0.01%
230
777
$9.4K 0.01%
390
778
$9.28K 0.01%
101
779
$9.23K 0.01%
137
780
$9.07K 0.01%
3,173
+3,172
781
$9.05K 0.01%
624
+80
782
$9.05K 0.01%
80
783
$9.04K 0.01%
262
784
$9.01K 0.01%
190
785
$8.96K 0.01%
870
786
$8.94K 0.01%
141
787
$8.91K 0.01%
90
788
$8.88K 0.01%
147
789
$8.85K 0.01%
67
790
$8.82K 0.01%
76
791
$8.72K 0.01%
+488
792
$8.53K 0.01%
140
793
$8.47K 0.01%
385
794
$8.39K 0.01%
486
795
$8.33K 0.01%
14
+5
796
$8.29K 0.01%
98
797
$8.24K 0.01%
108
798
$8.2K 0.01%
137
799
$8.17K 0.01%
86
800
$8.15K 0.01%
196
30 31
32
33 34