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
801
$8.14K 0.01%
55
802
$8.07K 0.01%
211
803
$8K 0.01%
397
804
$7.96K 0.01%
+853
805
$7.92K 0.01%
37
806
$7.92K 0.01%
55
-168
807
$7.87K 0.01%
288
808
$7.83K 0.01%
572
-1
809
$7.82K 0.01%
106
-15
810
$7.79K 0.01%
234
-43
811
$7.79K 0.01%
106
812
$7.78K 0.01%
234
813
$7.77K 0.01%
79
814
$7.69K 0.01%
276
+155
815
$7.67K 0.01%
246
816
$7.65K 0.01%
212
817
$7.56K 0.01%
552
818
$7.5K 0.01%
+194
819
$7.46K 0.01%
419
820
$7.41K 0.01%
49
821
$7.34K 0.01%
55
822
$7.33K 0.01%
174
-30
823
$7.32K 0.01%
280
824
$7.21K 0.01%
344
825
$7.2K 0.01%
389
31 32
33
34 35