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
826
$7.17K 0.01%
519
827
$7.07K 0.01%
115
-13
828
$7.01K 0.01%
1,069
829
$6.95K 0.01%
+83
830
$6.95K 0.01%
474
831
$6.91K 0.01%
190
832
$6.89K 0.01%
625
833
$6.85K 0.01%
248
834
$6.78K 0.01%
356
835
$6.74K 0.01%
378
-48
836
$6.71K 0.01%
74
837
$6.69K 0.01%
93
838
$6.67K 0.01%
157
-8
839
$6.63K 0.01%
77
840
$6.57K 0.01%
142
841
$6.39K ﹤0.01%
449
842
$6.33K ﹤0.01%
58
843
$6.32K ﹤0.01%
190
844
$6.29K ﹤0.01%
66
845
$6.27K ﹤0.01%
51
846
$6.22K ﹤0.01%
440
847
$6.17K ﹤0.01%
311
848
$6.15K ﹤0.01%
51
849
$6.13K ﹤0.01%
307
850
$6.09K ﹤0.01%
56
32 33
34
35 36